How can we help?

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!