How FinTalkr™ Works

FinTalkr™ is a Conversational AI-driven platform to help financial service advisors dramatically increase their productivity; giving them more time to spend with their clients.

How it Works

7 Easy Steps to Save 50% of Your Admin Time

Every day, you talk to your clients, but the burden of writing up File Notes and ensuring proper compliance can be overwhelming. But with FinTalkr, you can:

  • Start Your Meeting

    Meet your client in person or via popular platforms like MS Teams.

  • Work with Your Client

    Let FinTalkr record your meeting, so you can focus on what truly matters: your client.

  • FinTalkr Scribes and Creates Your File Note

    Focus on talking with your client as FinTalkr transcribes your meeting and automatically generates your File Note.

  • Review & Update Your File Note

    Customize your File Note by typing or dragging items from the transcript. FinTalkr learns your preferences for next time.

  • Export Your File Note

    Export your File Note to PDF or automatically upload it to popular CRMs via our API.

  • Upload Your Historical Meeting Audio

    Keep all your meetings in one place. You can even upload your historic meetings, and centralise your whole client base.

  • Manage All Your Clients in One Secure Place

    FinTalkr's secure cloud environment, located in Australia, ensures your meetings never expire or get deleted. You'll have a full audit record whenever you need it.

Technology Developed in Australia


Discover the Power of Market-Leading Technology

10 Incredible Benefits to Elevate Your Practice to New Heights

FinTalkr's groundbreaking technology is here to transform your role as an advisor.

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AI evolves rapidly; let FinTalkr™ keep you ahead of the curve. 

FinTalkr™ integrates with cutting-edge AI engines as they emerge, combining them with proprietary AI developed for financial advice.

  • Meet in person or via leading online platforms  like MS Teams.
  • AI generated transcript and File Notes save you time. Review, tweak, save and your done.
  • File Notes are linked to the Audio transcript for future reference.
  • Empower your Para-Advisers with full audio records of meeting and detailed File Notes.
  • Market leading proprietry Financial Advice AI coupled with the latest Open AI. 
  • Full sentiment analysis of all client meetings gives you additional feedback on client mood.
  • Centralize and effortlessly manage your video and audio files in one place.
  • Don't send PI data offshore, securely store all data in Australia without expiry.
  • Upload historical audio and video files to auto-generate File Notes.
  • Seamlessly export generated File Notes and integrate them with your favorite CRM.

Get Started Today

All the AI you will ever need! Be part of the AI revolution in financial advice NOW.

Complete your details here to see pricing and activate your 14 day free trial.