Automate your file notes
What our clients say
Spend less time note taking, and more time with clients
30
Mins
Saved per file note
30
Days
Days saved per year
30
x
Return on investment
"Filenote.ai drastically cuts down review time for file notes and helps verify crucial meeting points, proving to be an invaluable addition."
"We have tried a few AI tools however Filenote.ai is a step above the rest, saving hours of time in post-meeting review notes. I cannot recommend filenote.ai enough."
"Filenote.ai has been an absolute game-changer - I've reclaimed a whopping 15 hours per week per advisor. I whole-heartedly endorse Filenote.ai - you won't regret it."
"Filenote.ai has been the single highest impact to our productivity to-date. It was quick and easy to implement and saves us between 40 and 50 minutes per file note."
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How it works
Automatically generate your file note in 3 easy steps
Hit the
record button
Simply hit the record button, whether your meetings are in person or online.
Filenote.ai
works its magic
FIlenote.ai pulls the meeting audio and generates the file note and post meeting client email automatically.
Receive
detailed notes
The output will be delivered to you automatically via email, SharePoint or OneDrive – whichever you prefer.
Maximise client time
Automated note-taking
Focus on clients, not paperwork. Automated note-taking and email drafting saves 30 days per advisor each year.
Expand client base
Utilise the time you've saved to onboard an additional 10% more clients.
Easy implementation
Adopt Filenote.ai with minimal changes, as advisors simply need to press record.
Precision and consistency
Detailed file notes & client emails
Receive comprehensive and accurate file notes and client emails tailored for wealth management.
Extremely precise
Count on Filenote.ai's algorithms for consistent and reliable note-taking.
Reduced manual errors
Minimise human mistakes by automating the note-taking process.
Streamlined compliance
Compliance-friendly file notes
Generate categorised notes to effortlessly meet compliance requirements.
Built for wealth management
Filenote.ai is designed to understand and align with industry jargon and regulations.
Full meeting transcripts
Gain an extra layer of security with additional documentation for each meeting.
The benefits you gain
Unlock productivity, consistency, and compliance
Save time
Gain back a month of workdays each year for every advisor on your team.
More time for clients
Free up time to onboard 10% more clients and spend more time with existing clients.
Piece of cake to roll out
Your advisors won't have to change much—just hit record.
Keep regulators happy
Avoid costly complaints. The cost of Filenote.ai is easily justified.
Cost effective pricing
Cost effective pricing per advisor that delivers a strong Return on Investment
Coaching made easier
Spot performance gaps easily with our detailed file notes.
Incredible features
Unlock smarter ways to work
Highest quality, detailed file notes
Filenote.ai knows wealth management lingo and assigns your notes into useful categories
Templates for different meeting types
File note templates for: Discovery, Review, SOA Presentation and Strategy Meetings
Notes to paraplanners (new feature)
AI drafted instructions to paraplanners for Strategy Papers, to save you time on drafting requests
Letter of engagement (new feature)
Highly tailored LoE's based on the client’s circumstances, saving you time and improving response time for prospective clients
Ability to tailor templates
We can customise the template to meet your needs
Client summary email
A quick way to close the loop after your meeting, a 'ready'to send' professional meeting recap for your client
Find your answers
You have questions, we have answers
Advisors have told us they save roughly 30 minutes per file note using filenote.ai. So on average, we’ve worked out that most advisors free up 30 days per year using filenote.ai. The exciting part is what you choose to do with this time - spending more time with existing clients or taking on new clients are just some examples.
Whilst saving time is a big benefit, it is not the only benefit of using filenote.ai. Our clients are telling us:
- the file notes written by filenote.ai are more comprehensive than advisors were manually producing
- our file notes are compliance friendly - we’ve been told saving on 1 complaint easily covers the cost of Filenote.ai
- our file notes are the perfect tool for managers to easily identify performance gaps
The good news is - not much! All your advisors need to do is hit record - the rest is taken care of.
Once a recording is available, filenote.ai retrieves it and automatically produces a comprehensive file note that lands in your advisor's inbox.
It’s a few simple steps:
- Step 1. Sign up for free trial OR you can schedule a demo with us
- Step 2. Complete registration link (sent once you sign up)
- Step 3. Provide us with number of users and emails
- Step 4. Your IT to set permissions so filenote.ai can access your videos
Once signed up, hit record and you’ll start receiving AI generated file notes
It’s simple. Record you client meetings using either Teams or Zoom, using any supported device (laptop, phone or website browser)
Using Teams:
- Virtual meeting: join your existing meeting and click ‘Record’
- In-person meeting: start a new meeting using the Team app on your phone or laptop and click ‘Record’
Using Zoom:
- Virtual meeting: join your existing meeting and click ‘Record’
- In-person meeting: start a new meeting using the Zoom app on your phone or laptop and click ‘Record’
Filenote.ai will retrieve your recorded meetings overnight and email you the File Notes
We offer streamlined cost effective pricing per advisor, with 100% of our clients reporting strong returns on investment. To find out more, please see the Pricing page.
Not a lot! A simple IT set up guide will be provided to you as part of the onboarding. This guide gives all the required information for your IT group to enable filenote.ai.
Depending on whether you choose to deploy via Microsoft Teams or Zoom, the process differs slightly. Either way, it should take no more than 20 minutes to deploy!
If you are meeting with your client in person, all you need to do is:
- Open the Teams or Zoom app using your phone or Laptop
- Click Record
It’s as simple as that.
Absolutely. You have the choice of using our sector leading File Note template, OR
you can provide your own file note template. The custom template option is only available on the PRO or Enterprise plans.
Yes, we can certainly tailor the template to suit your needs. Some examples of how other advisors have customised our templates include the following:
- Add your logo, font, and style
- Add categories relevant to your firm to capture specific information that is important to them, for example SMSF
- Add hard coded text on every file note they want included (ex. to cover a compliance point)
These options are inclusive on all plans.
We can also use AI to populate your template. If interested, this option is available on our Pro Plans only.
This hesitation from advisors is very normal. With that said, the clients that have started recording have reported no push back from clients.
In fact, the use of filenote.ai demonstrates to clients an effort to gain operational efficiencies and contain costs for the client. A win win!
What helps with this is the messaging – advisors have been telling their clients they are recording their meetings to get more efficient, so that rather than note taking, advisors can spend more time adding value for the client.
It’s worth also noting, advisors can pause the recording at any time if they’re discussing anything sensitive.
Recordings are purged immediately after the creation of a file note. We maintain some log data which does not contain any personal identifiable information for a short retention period and they are purged after the retention period.
We take privacy and data security very seriously. Our underlying platforms are SoC2 Type 2 and GDPR compliant and we maintain stringent and isolated infrastructures. Please refer to our privacy policy for details about how we handle your information.
Privacy and security
Protecting your data with advanced security measures
Enterprise-grade security
Through rigorous security audits, secure data storage, employee audits, and compliance with all applicable regulatory requirements, we can ensure the security, stability, and reliability of our platform.
Compliance & privacy
Filenotes.ai was created with a strong focus on privacy and security that scales to any size organization. We know the importance of compliance and privacy, and as such our underlying platforms are SoC2 Type 2 and GDPR compliant.