How FinTalkr™ Works  

FinTalkr™ is a conversational AI-driven platform to help financial service advisers dramatically increase their productivity, giving them more time to spend with their clients.

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How it Works

7 Easy Steps to Save 50% of Your Admin Time

Every day, you talk to your clients, but the burden of writing up File Notes and ensuring proper compliance can be overwhelming. But with FinTalkr™, you can:

  • Start Your Meeting

    Meet your client in-person or via popular platforms like MS Teams.

  • Work with Your Client

    Let FinTalkr™ record your meeting, so you can focus on what truly matters: your client.

  • FinTalkr Transcribes and Creates Your File Note

    Focus on talking with your client as FinTalkr™ transcribes your meeting and automatically generates your File Note.

  • Review and Update Your File Note

    Customise your File Note by typing or dragging items from the transcript. FinTalkr™ learns your preferences for the next time.

  • Export Your File Note

    Export your File Note to Word or PDF, or automatically upload it to popular CRMs via our API. 

  • Manage your Meeting Records

    Your meeting records can be ready on FinTalkr™ for as little as the 2 minutes it takes to generate your file notes.

    Where the industry and regulators go with recording meetings is still being decided. You can also use FinTalkr™ as a safe repository for these large media files. Importantly, the choice is yours.

  • Manage All Your Clients in One Secure Place

    FinTalkr™ stores data in a secure cloud environment located in Australia, ensuring your meetings never expire or get deleted. You'll have a full audit record whenever you need it.

Technology Developed in Australia

Technology

Discover the Power of Market-Leading Technology

10 Incredible Benefits to Elevate Your Practice to New Heights

FinTalkr™' is here to transform your role as an adviser with groundbreaking technology.

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AI evolves rapidly, let FinTalkr™ keep you ahead of the curve. 

FinTalkr™ integrates with cutting-edge AI engines as they emerge, combining them with proprietary AI developed for financial advice.

  • Meet in person or via leading online platforms like MS Teams.
  • AI-generated transcript and File Notes save you time. Review, tweak, save and you're done.
  • File Notes are linked to the audio transcript for future reference.
  • Empower your Para-Advisers with full audio records of meeting and detailed File Notes.
  • Market-leading proprietary Financial Advice AI coupled with the latest Open AI. 
  • Full sentiment analysis of all client meetings gives you additional feedback on client mood.
  • Centralise and effortlessly manage your video and audio files in one place.
  • Don't send PI data offshore, securely store all data in Australia without expiry.
  • Upload historical audio and video files to auto-generate File Notes.
  • Seamlessly export generated File Notes and integrate them with your favourite CRM.