What our clients say

Spend less time note taking, and more time with clients



Saved per file note



Days saved per year



Return on investment

"Filenote.ai drastically cuts down review time for file notes and helps verify crucial meeting points, proving to be an invaluable addition."

Adam Davenport
Adam Davenport
FMD Financial

"We have tried a few AI tools however Filenote.ai is a step above the rest, saving hours of time in post-meeting review notes. I cannot recommend filenote.ai enough."

Chris Reid
Chris Reid
Managing Director
HUB Financial Advice

"Filenote.ai has been an absolute game-changer - I've reclaimed a whopping 15 hours per week per advisor. I whole-heartedly endorse Filenote.ai - you won't regret it."

Roy Friend
Roy Friend
Partner B.Bus (Acc) CPA
Cambio Group

"The bane of my life as a financial adviser is writing diary notes. Filenote.ai has been a game changer and it keeps getting better. Strongly recommend."

Tyson Crotty AFP®
Tyson Crotty AFP®
Senior Financial Advisor / Director

"Filenote.ai has been the single highest impact to our productivity to-date. It was quick and easy to implement and saves us between 40 and 50 minutes per file note."

Adam Roberts
Adam Roberts
Wybenga Financial

How it works

Automatically generate your file note in 3 easy steps

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Step 1

Hit the
record button

Simply hit the record button, whether your meetings are in person or online.

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Step 2

works its magic

FIlenote.ai pulls the meeting audio and generates the file note and post meeting client email automatically.

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Step 3

detailed notes

Check your email. That's it! You’ll find detailed file notes and a post meeting email ready to be sent to your client.

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Maximise client time

Automated note-taking

Focus on clients, not paperwork. Automated note-taking and email drafting saves 30 days per advisor each year.

Expand client base

Utilise the time you've saved to onboard an additional 10% more clients.

Easy implementation

Adopt Filenote.ai with minimal changes, as advisors simply need to press record.

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Precision and consistency

Detailed file notes & client emails

Receive comprehensive and accurate file notes and client emails tailored for wealth management.

Extremely precise

Count on Filenote.ai's algorithms for consistent and reliable note-taking.

Reduced manual errors

Minimise human mistakes by automating the note-taking process.

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Streamlined compliance

Compliance-friendly file notes

Generate categorised notes to effortlessly meet compliance requirements.

Built for wealth management

Filenote.ai is designed to understand and align with industry jargon and regulations.

Full meeting transcripts

Gain an extra layer of security with additional documentation for each meeting.

The benefits you gain

Unlock productivity, consistency, and compliance

Save time

Gain back a month of workdays each year for every advisor on your team.

More time for clients

Free up time to onboard 10% more clients and spend more time with existing clients.

Piece of cake to roll out

Your advisors won't have to change much—just hit record.

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Keep regulators happy

Avoid costly complaints. The cost of Filenote.ai is easily justified.

Cost effective pricing

Cost effective pricing per advisor that delivers a strong Return on Investment

Coaching made easier

Spot performance gaps easily with our detailed file notes.

Incredible features

Unlock smarter ways to work

Designed for wealth management

filenote.ai knows wealth management lingo and assigns your notes into useful categories.

Detailed and accurate

Our notes aren't just high level summaries - they're comprehensive.

Online or in person meetings

filenote.ai supports any meeting type, such as Zoom, Teams or in person meetings.

Standard file note template

We provide a sleek, standard template that's both professional and insightful.

BYO template

Want to stick with your current template? We can customise the file note output to your template.

Full meeting transcript

A transcript is always available for cross-referencing or for added peace of mind.

Find your answers

You have questions, we have answers

How much time can our advisors expect to save?

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
What do our advisors need to change to implement Filenote.ai?

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.

How do I sign up to filenote.ai?

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

I’ve signed up, now how do I get started?

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

How much does filenote.ai cost?

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.

What does my IT need to do to set up filenote.ai?

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!

How does filenote.ai work if my meetings are in person?

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.

Can we use our company’s File Note template?

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.

What if our advisors are hesitant to record client meetings?

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.

What happens to the recording once you have it?

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.

How do you manage privacy and data security?

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.

Privacy and security

Protecting your data with advanced security measures

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Enterprise-grade security

Through rigorous security audits, secure data storage, employee audits, and compliance with all applicable regulatory requirements, we can ensure the security, stability, and reliability of our platform.

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Compliance & privacy

Filenotes.ai was created with a strong focus on privacy and security that scales to any size organization. We know the importance of compliance and privacy, and as such our underlying platforms are SoC2 Type 2 and GDPR compliant.