Productivity · AI Team Collaboration
TakeNote
Improve meeting efficiency with AI transcription.
Paid
- Website
- takenote.ai
- Category
- Productivity › AI Team Collaboration
- Pricing
- Paid
- Platforms
- website
AI meeting notes, document generation, form-filling and DocuSign e-signature — built for UK financial advisers and professional firms. Try it on your next 10 meetings, free. No card required. | Start free — 10 meetings on us Book a demo | Founding-customer terms for early firms — talk to us. | £150 /user / month | /user / month | +VAT · billed monthly · or save two months on annual | For advisers and smaller firms. The full advice workflow, from meeting to signed paperwork. | Unlimited meetings — in person on the iPhone app, or on Teams and Zoom
About TakeNote
AI meeting notes, client document extraction, and auto-filled provider forms for UK regulated financial advisers. FCA-compliant records with team-scoped access and a full audit trail. Adviser 00:42 …so for the SIPP we'd transfer the existing pot into the drawdown wrapper. Client 01:05 And the capacity for loss assessment — does that change? Adviser 01:14 We'll re-run it on the attitude to risk scoring before we proceed. Client objective Phased drawdown · age 60 Capacity for loss Moderate · re-assessed AI meeting notes & suitability records for FCA-regulated advisers Conversations, client documents, and provider forms — all captured, summarised, and stored as one audit-ready suitability record. Stop worrying about what you missed; start every review knowing the file is complete.
Features
AES-256 encryption at rest
TLS 1.3 encryption in transit
Role-based access controls
Microsoft Entra ID single sign-on, so MFA and conditional access follow your firm's own tenant policy
Tamper-resistant append-only audit log of administrative events
Screenshots
