Built for FCA-Regulated Financial Advisers

TakeNote is an AI-powered meeting transcription and compliance documentation tool designed exclusively for UK financial advisers and wealth managers. It automatically captures, transcribes, and transforms every client conversation into audit-proof FCA suitability records—eliminating manual note-taking and ensuring nothing falls through the cracks.

The Problem It Solves

Financial advisers face a compliance burden: manually documenting every client meeting, ensuring suitability records meet FCA standards, and maintaining audit trails that satisfy MiFID II retention requirements. Generic meeting tools store data on US servers (subject to the CLOUD Act), lack financial services vocabulary, and weren't built with regulatory compliance in mind. TakeNote solves this by keeping all data on UK soil and structuring every output around FCA suitability and Consumer Duty requirements.

Key Features & Capabilities

• UK Data Residency: All recordings and transcripts stored exclusively on Microsoft Azure UK South—never subject to US CLOUD Act
• 3.0% Word Error Rate: Industry-leading transcription accuracy across 43 languages, purpose-tuned for wealth management terminology (ISAs, SIPPs, drawdown, capacity for loss, attitude to risk)
• Auto-Generated FCA Suitability Records: Every meeting produces a structured compliance summary with client objectives, capacity for loss, risk profile, vulnerable customer flags, and cooling-off confirmations
• MiFID II 5-Year Immutable Retention: Built-in WORM (write-once-read-many) storage with full audit trails and timestamps
• Real-Time & Upload Options: Record live meetings via mobile app or upload existing audio files; transcription completes in minutes (69x real-time speed)
• One-Click FCA Audit Export: Compliance officers can pull complete audit evidence packs instantly—no manual collation
• Custom Vocabulary: Add client names, products, and firm-specific jargon for accurate transcription from day one
• Auto-Fill Provider Forms: Generate client-ready letters and reports, and populate provider forms directly from meeting data

Who It's For

TakeNote serves boutique IFAs, multi-adviser wealth management firms, and national advisory groups across the UK. Advisory teams save 45 minutes per client meeting on documentation, while compliance officers gain full visibility and audit-readiness across every adviser.

Compliance & Security

UK GDPR compliant with standard Data Processing Agreement, ISO 27001 aligned, 256-bit encryption at rest and in transit, 99.99% uptime SLA, and zero data retention for model training. Purpose-built for firms that can't compromise on regulatory standards.

What Differentiates TakeNote

Unlike Fireflies, Otter.ai, or other generic transcription tools, TakeNote was built from the ground up for FCA-regulated advice. It's not a sales tool adapted for compliance—it's a compliance tool that happens to save time. Every feature, from vulnerable customer flagging to capacity-for-loss assessments, reflects the real-world needs of UK advisers operating under Consumer Duty.