How can we help?

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.

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.

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.