AI for Financial Advice

Discover a new way to strealine you operations, boost productivity and transform your business with FinTalkr. Say goodbye to the complexities and limitations of traditional admin - let's start with automating your file notes and client meeting records

Get Started

Watch video

Why FinTalkr™

Key Benefits

Every day, you work with clients and model financials. But your days are filled with admin, record keeping, file noting and compliance. FinTalkr™ is the AI game changer

Cut Admin Time Cut Admin Time Cut Admin Time

Save hours per week of admin time. FinTalkr™ generates your File Notes automatically using AI from your conversations.

See More Clients

Increase your Client facing time and boost the top line of your business by increasing revenue. Move from client meeting to client meeting without a worry. FinTalkr™ will do your work for you.

Better Meetings

Give your full attention to your client. Forget taking notes or writing detailed File Notes in the meeting. Instead, focus your energy and attention on your Client and let FinTalkr™ do the work.

Better Compliance

Keep your client audio, transcripts and File Notes in one place with no expiry date. Have all these artifacts available to compliance at the click of a button. File Notes are linked to audio and transcript for full tracability.

Security & Privacy

No need to email File Notes or internet file uploads. No exposure to cyber risk. FinTalkr™ provides secure industrial strength encryption through your personal secure login. Don't be the next cyber headline.

Data in Australia

FinTalkr™ stores and processes client personal information in Australia. ChatGPT, Otter and other US based platforms put you at risk of breaching Australian Privacy Laws.

Quality of Advice

Be ready for the 'Quality of Advice' legislation with market leading AI to allow you to take advantage of new compliance standards and work processes. FinTalkr™ continues to build towards this legislation.

Future Proofed AI

If you think what we are doing today is impressive, wait to you see what's coming. We make major releases every 1-2 months with new features, funtions and capabilites. Stay at the forefront of Financial Advice AI with FinTalkr™

Chosen by Industry Leaders

Industry Leaders cant be wrong. FinTalkr has been selected by large Superannuation and Financial Advice firms. Their onboarding and security checks were extensive and they chose FinTalkr™

Need More?

Interested in FinTalkr, but still need more on how it all works?

Get Started

Start Saving Time NOW

Discover the Power of Our Market-Leading Tech

FinTalkr's ground-breaking technology is here to transform your role as an advisor.

Works on any device
Data stored in Australia
Best-in-market AI
Trained in advisor terminology
Compliant File Notes
Upload historical files
Automatic meeting summaries
Export to PDFs/CRMs
Automated task generation
Compliance alerts

Request a video demo now

Book A Demo

Get access to market leading productivity today.

Complete the form to access a live demo of our platform. Get to know the passionate FinTalkr team.

Our team has a history of revolutionising the financial industry with leading organisations in Australia and around the world.As problem solvers, technology leaders, and innovation pursuers, we have crafted FinTalkr to change the working lives of Financial Advisers for the better.

Reine Clemow (Aquira Wealth Partners) - “FinTalkr generates detailed File Notes automatically from our meetings. We quickly review/add/amend and end up with a great File Note which far exceeds our basic hand drafted notes. I am excited by what this platform is doing today but also what is coming. The team are responsive to our input and this platform is definitely part of our practice going forward”