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TakeNote is a meeting intelligence platform specifically designed for FCA-regulated financial advisers and wealth management firms. Built by a team focused on compliance and financial services, it addresses the challenge of capturing accurate, audit-proof records of client meetings while ensuring regulatory adherence. The tool automatically transcribes meetings with a best-in-class 3% word error rate, generates FCA-suitable summaries, and flags vulnerable customer indicators in real time. It stores all data securely within UK data centers to comply with UK GDPR and MiFID II retention requirements. TakeNote fits workflows that require seamless integration of compliance documentation with advisory conversations, saving advisers significant time on manual note-taking and record-keeping. Its core capabilities include live transcription, regulatory compliance automation, vocabulary customization for financial jargon, and secure data residency. This makes it ideal for regulated advisory teams, compliance officers, and operations staff who need reliable, compliant meeting records without disrupting client interactions.
4.7/5
Highly accurate, compliance-focused, and consistent
Clean, professional, and user-friendly for regulated firms
To automate FCA-compliant meeting transcription and suitability note generation for regulated financial advisers.
Works on any device with recording/upload capabilities and integrates into advisory workflows with client record linking and audit exports.
Subscription-based with tiered plans tailored for advisory teams and compliance needs.
Features with the highest value for users are highlighted here.
FCA suitability note auto-generation
UK data residency on Microsoft Azure
3.0% word error rate transcription accuracy
Real-time transcription and recording
Vulnerable customer flagging
MiFID II compliant 5-year retention
Custom financial vocabulary
One-click FCA audit export
FCA-Regulated Advisers
Compliance Officers
Wealth Management Teams
Financial Advisory Firms
Operations Managers
Risk Managers
Small Advisory Practices
Multilingual Advisory Teams
Tech-Savvy Advisers
Client Relationship Managers
Starter
Professional
Weekly intelligence on AI strategy, operations, and market shifts. No noise. No narrative. Direct to your inbox.
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