FinTalkr™ FAQ's
Here are some commonly asked questions about FinTalkr™. If you dont see what you need, please email your question to info@fintalkr.com
FinTalkr integrates seamlessly with Teams and meetings you nominate are captured and file noted.
In person meetings through the FinTalkr mobile app (one touch meeting start), laptop or you can upload meetings recorded on other devices (eg. voice memos or dictaphones). Your file notes will generate automatically.
Typically, Advisers using FinTalkr save 0.5 to 1 day per week in admin time, freeing them up to spend more time with their clients.
As little as the few minutes it takes to generate your file note on FinTalkr.
Once you download you file note from the secure FinTalkr portal, your meeting record can be deleted.
FinTalkr generates your file note within a few minutes of the meeting ended.
FinTalkr stores all data in IBM and Microsoft private clouds in Australia. No data leaves Australia at any time, ensuring that Financial Advisers stay compliant with the Australian Privacy Act.
You can download your file note in pdf or word form from the FinTalkr secure portal within a few minutes of your meeting.
FinTalkr does not email file notes as email is not considered a secure form of communication. In fact, 87% of cyber crime originates in email.
Yes, FinTalkr allos you to review and edit the file note. For instance, you may want to add a comment made by the client outside the meeting. Click on the file note section and type away.
Yes, FinTalkr supports customised file notes. Email your request and file note sample to info@fintalkr.com for more information.
FinTalkr supports multiple clients and other professionals in the meeting and the AI works to distinguish who is talking to enhance file note accuracy.
Yes, FinTalkr has a mobile app that allows Advisers to record meetings, view file notes and other key functions. Simply place your mobile on the table in a meeting and your file notes will be produced automatically. FinTalkr mobile even works when you are out of mobile range visiting clients. Download FinTalkr the from the mobile app store now.
Yes the full transcript is available and can be searched. E.g. Show all the sentences with 'Holiday home'. You can also listen to specific sentences by clicking them in the transcript.
FinTalkr only has access to meetings that you permission it to access. You mark these meetings in the secure FinTalkr portal?
FinTalkr staff do not see or work on your data. Your data is encrypted with a key that is specific to you and FinTalkr staff do not have access to this key without management approval. You will see that FinTalkr file notes are created in a few minutes, faster than any human could work. Staff access to Adviser files is granted on a need to know basis only for support purposes. This is known as 'PoLP' or the principle of least privilege which is a leading information security principle.
Whilst your data is on FinTalkr it is encrypted using an encryption key specific to each user. Videos, audio, transcript and file notes are encrypted using this key and no one, not even FinTalkr staff, can view that data without access to the key which is stored in an independant Industry vault (the Fort Knox of encrytion keys).
This is industry leading security practice.
Yes, FinTalkr is used by many large enterprises. FinTalkr can be customised to match the enterprise advice standards and integrated into enterprise technology via secure API. FinTalkr can also be hosted inside the enterprises cloud or operated in SaaS offreing. Contact info@fintalkr.com for more information.
FinTalkr has an AI prompt feature called 'ASK'. You can ask a question like 'Give me a detailed account of the holiday home conversation that will help my paraplanner to create the Advice document'. You can then add the output to the filie note with a single click.
FinTalkr was founded by James Wartho and Ashley Jeffs.
James is an ex Macquarie Bank Division Director where he headed regulatory technology for the bank glabally. The technology that James built and managed serviced 81 regulators across 27 jurisdictions for the bank.
Ash is an ex Macquarie Bank Director where he headed market risk technology for the bank glabally. Ash was also adviser to the Macquarie Bank CTO.
This all sounds very grand but we are very down to earth and rest assured we know how to build enterprise grade technology in the highly regulated financial sector.
If you want to get to know us more look us up on Linked, ask about us in the market or give us a call to get to know us.
FinTalkr understands key financial advice terms and is contiuously trained. If you notice terms that it doesnt know, let us know and we add them to the next training run.
FinTalkr is trained on and transcribes with Australian spelling. That means your file notes will have colour (not color) and your clients will socialise (not socialize). Less corrections for you and more accurate file notes.
No, FinTalkr does not need any access to your share drives or Teams folders like some other services. Sharing folders exposes you to cyber risk and also gives the vendor access to more of your data than they need to provide the service. E.g. private meetings and files. This type of access breaks a foundation security principle known as 'PoLP' or the principle of least privilege. Folder access and file transfer technology harks back to the 1980's and is not suitable for the modern internet era.
FinTalkr will continue to record the meeting and will process the meeting when internet coverage returns.
FinTalkr leverages 6+ forms of AI including proportietry AI, NLP integrated to a business rules engine. FinTalkr also leverages LLMs which are quaratened to FinTalkr across Microsoft, Google and IBM. FinTalkr leverages the best form of AI for a given business task and as new AI emerge, we incorporate this into FinTalkr. Importantly, no data ever leaves FinTalkr servers and you can elect to delete your Data from FinTalkr servers within 2 minutes of your meeting end.
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