Our Process is Simple
Enterprises and regulators need to know for each client, what AI was used on the account, what version, which prompts, what data was fed in, what human intervention was made. FinTalkr provides enterprise with record keeping and full traceability. Leverage AI in your organisation without the risk.
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1. How is FinTalkr different from other AI tools that create structured summaries and frameworks?
Typically, advisers who use FinTalkr™ save up to 1 day per week in admin time, freeing them up to spend more time with their clients.
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2. How secure is FinTalkr?
Your data is encrypted with a key that is specific to you and our 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 files is granted on a need to know basis only for support purposes.
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3. Where is my data stored and processed?
FinTalkr™ stores all data in Microsoft private clouds in Australia. No data leaves Australia at any time, ensuring that Financial Advisers stay compliant with the Australian Privacy Act.
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4. Is FinTalkr SOC 2 compliant?
All our underlying platforms are SOC 2 compliant. We are so secure this is why we have been selected as the leading AI tool for ASX listed Enterprise. We are currently completing the SOC 2 Audit.
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5. Do you support MFA and SSO?
Yes. FinTalkr supports multi-factor authentication (MFA) and single sign-on (SSO) for secure enterprise deployment and user management
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6. Does FinTalkr have a mobile app?
Yes, FinTalkr™ has a mobile app that allows advisers to record meetings, view file notes and other key functions. Simply place your device on the table in a meeting and your file notes will be produced automatically. The FinTalkr™ app works even when you are out of mobile range while visiting clients. You can download FinTalkr™ from the App Store and Google Play Store now.
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7. How do I receive my file notes?
You can download your file note in PDF or Word format 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.
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8. Does FinTalkr understand financial advise terminology?
FinTalkr™ understands key financial advice terms and is continuously being trained. If you notice terms that it doesn't recognise, let us know and we'll add them to the next training run.
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9. Can I write my own AI prompts?
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 file note with a single click.
