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FinTalkr™ Pricing for FYG  

FinTalkr™ provides discounted pricing for FYG Advisers and billing is through FYG.

Pay month to month or commit to an annual subscription for discounts up to 20%.

FinTalkr Home

Starter

Starter

$81
AUD
per user / month

pay month to month

$65
AUD
per user / month
Billed Annually

Save 20%

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

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
Starter
Starter

Adviser

Adviser

$116
AUD
per user / month

pay month to month

$93
AUD
per user / month
Billed Annually

Save 20%

More hours and FinTalkr advanced features - AI innovations for maximum productivity

All the benefits included in Starter package

PLUS

Up to 40 hours of meetings per month

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

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
Adviser
Adviser

Pro

Pro

$170
AUD
per user / month

pay month to month

$136
AUD
per user / month
Billed Annually

Save 20%

More hours and MORE FinTalkr advanced features

All the benefits included in Adviser package

PLUS

Up to 100 hours of meetings per month

Customise your own meeting templates

Coming soon, 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
Pro
Pro

Need to see it in action first?

No problem, book a demo with us and we can show you more of the FinTalkr platform and help you choose the right package for your business. No obligation demo, we are happy to hear about your business and show you ours.