Technology provider AdvisoryAI has launched a mobile app designed specifically for financial advisers to help them record face-to-face meetings more efficiently.
The app offers a solution for managing client meetings and note-taking, addressing a "critical" need in the financial advice sector where up to 63% of client meetings occur in person. It features recording, transcription capabilities and instant meeting notes, with the AI model specifically trained on financial terminology and UK regional accents. The app automatically captures and transcribes meeting conversations, generates structured reports, and securely stores all data using enterprise-grade security measures. "Our mobile app represents a significant step forward in how financ...
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