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Starter

Starter

$90

per user / month

pay month to month

$72

per user / month
Billed Annually

Save 20%

Get started with FinTalkr to give faster, cheaper and safer ADVICE.

2 Week Free Trial

Try FinTalkr for free for 2 weeks. Cancel any time in your trial period with no charge. icons

Data processed and stored in Australia

Australia has some of the toughest data protection laws in the world with fines up to $50M. Sending your clients data overseas is unwise and incurs significant risk. FinTalkr is hosted in Australia for your confidence and security. icons

Up to 20 hours of meetings per month

AI trained for financial advice in Australia

Financial advice has its own language. FinTalkr is trained on this language and gets better the more it is used. icons

Financial Advice File Notes with 20 topics and sections

FinTalkr File Notes are detailed and cover all major topics E.g. Superannuation, Aged Care etc icons

AI generation of full File Note for maximum productivity savings

FinTalkr auto generates your full File Note as your call is captured. icons

Export File Notes to pdf

Generate and download a pdf version of your File Note icons

FinTalkr mobile phone app

Use FinTalkr on your mobile phone on both Apple IOS and Android icons

MS teams integration for online meetings

Invite the FinTalkr scribe to your MS Teams meeting and your File Notes will auto generate as you conduct the meeting. icons

FinTalkr on your laptop or mobile to capture in person meetings

FinTalkr will capture your meetings in real time and create your File Note as you speak. icons

Record and upload audio and video files from any device

Record a meeting on iphone voice memo , Teams or any other device or platform. Upload to FinTalkr to create a record and auto generate your File Note. Upload historical meeting recordings and create File Notes and records for those. icons

Add a paraplanner or manager ($35 per month)

Many advisers use paraplanners. Add a paraplanner(s) to your plan and you can enable them to listed to your audio, view your transcipts and view/edit File Notes to maximise your productivity. icons

Delete calls immediatly from FinTalkr

Your file note will generate within 2 minutes, download and delete your call from FinTalkr immediately icons

Up to 500GB of media storage

This is the maximum size of your combined audio and video calls stored on FinTalkr. You can upgrade your storage later if required. icons

Cancel anytime

With FinTalkr, you can cancel your subscription anytime without lock in. icons
Start free trial
Start free trial

Advisor

Advisor

$129

per user / month

pay month to month

$103
 
per user / month
Billed Annually

Save 20%

ASK AI for maximum productivity

2 Week Free Trial

Try FinTalkr for free for 2 weeks. Cancel any time in your trial period with no charge. icons

All the benefits included in Starter package

Up to 40 hours of meetings per month

Compliance Assistant (Beta)

FinTalkr Compliance Assistant helps you remember your compliance items so you dont forget to cover these in a meeting. Can be tuned to your own Advice standards. icons

Q&A the meeting using FinTalkr AI

Ask specific questions of the meeting, paste to the File Note with one click. Useful if you want to drill into detail on a particular topic. icons

Advice Shaping Tool

Shape the Advice for each topic area with a single click. Simply speak the Advice shape. This along with File Note gives all the information needed to create the SOA or ROA for you or your para-planner. icons

Export File Notes to word

Generate and download word version of your File Note icons

Download audio

Download your audio files if you want to store them external to FinTalkr icons

AI Sentiment analysis of client meetings

FinTalkr sentiment gives you an understanding of the critical parts of the conversation and how they went. E.g. How did your client respond to your suggestion of a new strategy? icons

Up to 1TB of media storage

This is the maximum size of your combined audio and video calls stored on FinTalkr. You can upgrade your storage later if required. icons

Add a paraplanner or manager ($35 per month)

Many advisers use paraplanners. Add a paraplanner(s) to your plan and you can enable them to listed to your audio, view your transcipts and view/edit File Notes to maximise your productivity. icons
Start free trial
Start free trial

MOST POPULAR

Pro

Pro

$189

per user / month

pay month to month

$159

per user / month
Billed Annually

Save 20%

Build your own Templates

2 Week Free Trial

Try FinTalkr for free for 2 weeks. Cancel any time in your trial period with no charge. icons

All the benefits included in Adviser package

Up to 100 hours of meetings per month

Customise your own templates

Customise your own meeting note templates with sections, your brand colours and logos. Share your templates with others in your organisation. icons

Add extra hours packs to you subscription

If you need more than 40 hours of meetings per month you can add addional 10 hour/month packs to your subscription to get the hours that you need. icons

Add a paraplanner or manager ($35 per month)

Many advisers use paraplanners. Add a paraplanner(s) to your plan and you can enable them to listed to your audio, view your transcipts and view/edit File Notes to maximise your productivity. icons
Start free trial
Start free trial

Enterprise

Enterprise

Contact us

For Enterprises with larger teams, including Management and Compliance

Project team implementation support

AI driven enterprise compliance and training dashboard and alerts

View your adviser performance across a number of regulator requirements. View dashboards that indicate where to apply your precious compliance and training budgets. icons

Enterprise dashboards

FinTalkr has several key indicator dashboards. Leverage those or commission your own with the FinTalkr team. E.g. how long are client meetings across your enterprise. icons

FinTalkr integration with your enterprise

FinTalkr can integrate to your single sign-on, CRM and other platforms to automate data transfer and reduce double entry. icons

Custom AI to suit your enterprise

FinTalkr can support enterprise specific AI. E.g. You have an enterprise specific client risk scale or particular disclaimers that need to be quoted to the client. icons
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Call FinTalkr

Need to see it in Action!

 

Book a Demo today, so we can show you how FinTalkr works & help you choose the right package for your business.

With a NO Obligation Demo, we can understand your business and work out how to help you integrate FinTalkr with your business.