Used by 1,000+ financial advisers

Automate your

 
client emails
file notes
mind maps
notes to paraplanner

Create AI generated artefacts designed to save advisers time, stay compliant and improve their client experience.

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Ai tools for financial advisers
Ai tools for financial advisers
Client Summary
automated-notes
Automate file notes
mind-map
Mind Map
notes-to-paraplanner
Note to paraplanner
Made for Financial Advisers
Online Meetings
In-Person Meetings

Incredible Features

AI solutions designed for advisers

File note templates
Client summary email
Transcript recap
Paraplanner
Letter of engagement
Mind map
Configuration Options
Free 21 day trial
Set up in 5 mins
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How filenote.ai works

Automatically generate your output in 3 easy steps

Step 1: Record your meeting

It's as simple as hitting the record button in your online meeting (on Zoom or Teams), whether your meeting is in person or online.

Just click record

Step 2: Filenote.ai works its magic

Filenote.ai automatically pulls the meeting audio to create detailed outputs - just like having a super-efficient assistant.

Templates

Step 3: Get your output delivered

No need to lift a finger! Your artefacts arrive straight to your inbox, or can be saved directly to your Sharepoint or OneDrive.

Artefacts straight to you
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Why advisers love filenote.ai

Reduce Your Cost of Delivering Financial Advice with Filenote.ai

"Filenote.ai drastically cuts down review time for file notes and helps verify crucial meeting points, proving to be an invaluable addition."

Adam Davenport
Adam Davenport
FMD Financial

"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."

Chris Reid
Chris Reid
HUB Financial Advice

"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."

Roy Friend
Roy Friend
Cambio Group

"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."

Adam Roberts
Adam Roberts
Wybenga Financial

Working with Filenote AI has transformed our business, saving us countless hours and boosting efficiency in ways we hadn’t imagined possible.

Troy MacMillan
Troy MacMillan
The Wealth Designers

Using filnote.ai significantly improves our adviser’s efficiencies, while also helping ensure compliance. I highly recommend filenote.ai.

Peter Kirk
Peter Kirk
Quill Group

"I’ve been in business 20 years and filenote.ai is absolutely hands down the best innovation in my time."

Justin Fraser
Justin Fraser
Bayside Financial Planning

Introducing filenote.ai has allowed our advisers to spend more quality time with our clients.

Jenny Wong
Jenny Wong
Minchin Moore

Introducing filenote.ai has allowed our advisers to spend more quality time with our clients.

Jenny Wong
Jenny Wong
Minchin Moore

"I’ve been in business 20 years and filenote.ai is absolutely hands down the best innovation in my time."

Justin Fraser
Justin Fraser
Bayside Financial Planning

Using filnote.ai significantly improves our adviser’s efficiencies, while also helping ensure compliance. I highly recommend filenote.ai.

Peter Kirk
Peter Kirk
Quill Group

Working with Filenote AI has transformed our business, saving us countless hours and boosting efficiency in ways we hadn’t imagined possible.

Troy MacMillan
Troy MacMillan
The Wealth Designers

"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."

Adam Roberts
Adam Roberts
Wybenga Financial

"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."

Roy Friend
Roy Friend
Cambio Group

"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."

Chris Reid
Chris Reid
HUB Financial Advice

"Filenote.ai drastically cuts down review time for file notes and helps verify crucial meeting points, proving to be an invaluable addition."

Adam Davenport
Adam Davenport
FMD Financial

How advisers use filenote.ai

Reduce Your Cost of Delivering Financial Advice with Filenote.ai

Save 30 minutes per meeting

Writing file notes for client meetings

Eliminate manual note taking: Reduce admin work and spend the time on the things that matter

Be fully present: Spend quality time with clients while file notes are captured automatically

Improve compliance: Accurate and timely file notes for every client meeting

Grow client base by 20%

Acquiring new
clients

Accelerate onboarding: Speed up the process with automated Letters of Engagement

Personalise the experience: Impress prospects with tailored Client Mind Maps

Win more clients: Close deals faster with a streamlined and professional onboarding process

Reduce cycle times by 50%

Preparing notes for paraplanners

Streamline communication: Instantly share notes with paraplanners, avoiding delays.

Jumpstart the process: Leverage pre-populated notes giving paraplanners a head start.

Crystal-clear action items: Accurate action items ensure everyone knows what to do.

Streamline your advice practice today

Save 30+ minutes per meeting with
AI-Powered documentation

Free 21 day trial
Set up in 5 mins
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Reclaim Your Time

Reclaim time, focus on clients, grow business

Our automated solution empowers you to:

  • Be more present with clients

  • Boost your capacity

  • Accelerate your responsiveness

Reclaims your Time
unmatched
Unmatched Accuracy

Best in class quality, simple to use.

Simply press ‘Record’ and let Filenote.ai do the heavy lifting. Designed exclusively for advisers – experience the highest quality in the market and the simplest to use.

  • Best in class quality

  • Super simple to use

  • Invisible to client

Unwavering Privacy

Unwavering commitment to data privacy

Your client data is yours alone. Unlike other providers, Filenote.ai never stores your client information, meeting recordings or artifacts, guaranteeing the highest level of security.

  • Your data stays with you

  • Data processing is always in-country

  • SOC2 Type II compliant platforms

Unwavering Privacy
Accelerate
Accelerate SOA Delivery

Wow new prospects

Make a lasting impression with lightning-fast responsiveness. Automatically generated Letters of Engagement & Client Mind Maps that dazzle.

  • Close new clients faster

  • Impress with value adds

  • Improve conversion rate

What make us different

Our unique advantages

logo

Designed for advisers

Tailored for advisers, filenote.ai uses a market leading design to maximise your time savings

No data storage

Your client data stays with you; we NEVER retain your client data or recordings

Custom templates

Tailor your file notes with our adaptable templates to fit your requirements

VS

The competition

Generic solution

Competitors offer generic solutions meant to cater to a wide range of clients, which are not ideal for the specific needs of financial advisers

Always store your client data

Competitor platforms are designed to record and keep your client data

inflexible templates

You’re restricted to their standard templates, lacking customization for your business needs

Streamline your advice practice today

Join 1,000+ advisers saving 30+ minutes per meeting & growing their client base by 20%.

Free 21 day trial
Set up in 5 mins
Cancel anytime

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.

grade security

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.

AICPA

Frequently asked questions

You have questions, we have answers

How much time can our advisors expect to save?

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
What do our advisors need to change to implement Filenote.ai?

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.

How do I sign up to filenote.ai?

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

I’ve signed up, now how do I get started?

It’s simple. Record you client meetings using either Teams or Zoom, using any supported device (laptop, phone or website browser)

Using Teams:

  1. Virtual meeting: join your existing meeting and click ‘Record’
  2. In-person meeting: start a new meeting using the Team app on your phone or laptop and click ‘Record’ 

Using Zoom:

  1. Virtual meeting: join your existing meeting and click ‘Record’
  2. 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

How much does filenote.ai cost?

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.

What does my IT need to do to set up filenote.ai?

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!

How does filenote.ai work if my meetings are in person?

If you are meeting with your client in person, all you need to do is:

  1. Open the Teams or Zoom app using your phone or Laptop
  2. Click Record

It’s as simple as that.

Can we customise the file note templates?

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.

What if our advisors are hesitant to record client meetings?

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.

What happens to the recording once you have it?

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.

How do you manage privacy and data security?

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.

Join 1,000+
Financial Advisers

Who trust filenote.ai for their practice.

Free 21 day trial
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