Say goodbye to manually writing file notes
What our clients say
Spend less time note taking, and more time with clients
30
Mins
Saved per file note
30
Days
Days saved per year
30
x
Return on investment
How it works
Automatically generate your file note in 3 easy steps
Hit the
record button
Simply hit the record button, whether your meetings are in person or online.
Filenote.ai
works its magic
FIlenote.ai pulls the meeting audio and generates the file note and post meeting client email automatically.
Receive
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.
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.
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.
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.
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
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.
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.
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.
If you are meeting with your client in person, all you need to do is:
- Open the Teams or Zoom app using your phone or Laptop
- Click Record
It’s as simple as that.
It’s a few simple steps:
- Step 1. Brief call with our sales team - you can schedule a demo with us
- Step 2. Review and sign our Product Agreement
- Step 3. Provide 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
We offer streamlined cost effective pricing per advisor, with 100% of our clients reporting strong returns on investment. To find out more, please book a demo with us.
It’s simple. Record you client meetings using either Teams or Zoom, using any supported device (laptop, phone or website browser)
Using Teams:
- Virtual meeting: join your existing meeting and click ‘Record’
- In-person meeting: start a new meeting using the Team app on your phone or laptop and click ‘Record’
Using Zoom:
- Virtual meeting: join your existing meeting and click ‘Record’
- 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
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!
We can easily add, remove and change users within your organisation. Simply reach out to our Sales Team at hello@blvsolutions.com
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.
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.
Privacy and security
Protecting your data with advanced security measures
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.
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.