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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:

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

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:

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