--- title: FinTalkr description: Never write a file note again. FinTalkr’s AI helps advisers save a day a week automating admin, improving compliance, and freeing time for clients. image: https://fintalkr.ai/hubfs/image%20(8).png --- [![Fintalkr logo](https://fintalkr.ai/hubfs/Fintalkr.svg)](https://fintalkr.ai/?hsLang=en) - [About Us](https://fintalkr.ai/fintalkr/about-us) - [How it Works](https://fintalkr.ai/fintalkr/how-it-works) - [Pricing](https://fintalkr.ai/fintalkr/pricing) - [Enterprise](https://fintalkr.ai/fintalkr/enterprise) - Products - [MyTalkr](https://fintalkr.ai/mytalkr) - [Security](https://fintalkr.ai/fintalkr/security) [Login](https://fintalkr-prd.fifth-logic.com/fliqweb/dashboard/voice-analytics) [Start Free Trial](https://fintalkr.ai/fintalkr/pricing?hsLang=en) [![Fintalkr logo](https://fintalkr.ai/hubfs/Fintalkr.svg)](https://fintalkr.ai/?hsLang=en) - [About Us](https://fintalkr.ai/fintalkr/about-us) - [How it Works](https://fintalkr.ai/fintalkr/how-it-works) - [Pricing](https://fintalkr.ai/fintalkr/pricing) - [Enterprise](https://fintalkr.ai/fintalkr/enterprise) - Products - [MyTalkr](https://fintalkr.ai/mytalkr) - [Security](https://fintalkr.ai/fintalkr/security) [Login](https://fintalkr-prd.fifth-logic.com/fliqweb/dashboard/voice-analytics) [Start Free Trial](https://fintalkr.ai/fintalkr/pricing?hsLang=en) ###### Australian Support, Australian Language, Australian Security. # AI File Notes, Done in 2 Minutes Whether online or in person, FinTalkr captures every moment and turns it into a compliant file note. [Start Free Trial](https://fintalkr.ai/fintalkr/pricing?hsLang=en) [Book a Demo](https://fintalkr.ai/meetings/james-wartho?hsLang=en) ![hero-banner-img](https://fintalkr.ai/hubfs/hero-banner-img.png) ###### Trusted by ![Rhombus Advisory](https://fintalkr.ai/hubfs/4%20(2).png) ![Insignia Financial](https://fintalkr.ai/hubfs/3.png) ![Lifespan Financial Planning](https://fintalkr.ai/hubfs/5.png) ![FYG Planners](https://fintalkr.ai/hubfs/2%20(2).png) ![Count](https://fintalkr.ai/hubfs/1%20(2).png) ![Rhombus Advisory](https://fintalkr.ai/hubfs/4%20(2).png) ![Insignia Financial](https://fintalkr.ai/hubfs/3.png) ![Lifespan Financial Planning](https://fintalkr.ai/hubfs/5.png) ![FYG Planners](https://fintalkr.ai/hubfs/2%20(2).png) ![Count](https://fintalkr.ai/hubfs/1%20(2).png) ![Rhombus Advisory](https://fintalkr.ai/hubfs/4%20(2).png) ![Insignia Financial](https://fintalkr.ai/hubfs/3.png) ![Lifespan Financial Planning](https://fintalkr.ai/hubfs/5.png) ![FYG Planners](https://fintalkr.ai/hubfs/2%20(2).png) ![Count](https://fintalkr.ai/hubfs/1%20(2).png) ![Tab 1](https://fintalkr.ai/hubfs/Tab%201.png) ![Tab 2](https://fintalkr.ai/hubfs/Tab%202.png) ![Tab 3](https://fintalkr.ai/hubfs/Tab%203.png) ![Tab 5](https://fintalkr.ai/hubfs/Tab%205.png) ### Template Builder ###### At FinTalkr, our mission is to empower financial advisers to serve more 01 ##### Build your own workflow documents ###### Leverage AI across your entire business process. Generate your documents, your way, generated by FinTalkr 02 ##### Saves You Hours ###### Automatic documents, summaries, action items, CRM entries 03 ##### Secure & Private ###### Built for businesses with end to end triple encryption 04 ##### Adapts to work your way ###### Works with your tech, Teams, Zoom, Google Meet or in Person ##### Our AI Generation Tools Unlock creativity and productivity ### 6981 ### + ###### Days of Admin Saved ### 52458 ### + ###### File Notes Generated ### 1000 ### 's ###### of Advisers Helped ### Use Cases ![finance\_mode](https://fintalkr.ai/hubfs/finance_mode.svg) ##### Advisers Meeting Notes into Structed AI Documents [Book a Demo](https://fintalkr.ai/meetings/james-wartho?hsLang=en) ![clinical\_notes](https://fintalkr.ai/hubfs/clinical_notes.svg) ##### Paraplanners Review and Document Creation [Book a Demo](https://fintalkr.ai/meetings/james-wartho?hsLang=en) ![sensor\_occupied](https://fintalkr.ai/hubfs/sensor_occupied.svg) ##### Enterprise Customised AI Documents to meet your Compliance [Book a Demo](https://fintalkr.ai/meetings/james-wartho?hsLang=en) ![ensombl](https://fintalkr.ai/hubfs/ensombl.png) #### Featured on the ensombl Podcast ###### How FinTalkr is helping top advice firms use AI to save time and stay compliant. [Listen on ensembl](https://ensombl.com/series/ensombl-advice-australia-podcast/afap/) ![Tab 5](https://fintalkr.ai/hubfs/Tab%205.png) ![Tab 2](https://fintalkr.ai/hubfs/Tab%202.png) ![Tab 3](https://fintalkr.ai/hubfs/Tab%203.png) ![Tab 7](https://fintalkr.ai/hubfs/Tab%207.png) ### How It Works 01 ##### Start a New Meeting ###### Select your client, choose a recording method, and start capture the Meeting — In Person or Online 02 ##### Capture Every Word. Stay on Track. ###### Built-in tracking for effortless note-taking. While you stay in the moment. 03 ##### Your AI Generated File Note ###### View, edit and download your file notes & play back any sentence said 04 ##### Work with Ask Fintalkr AI ###### Generate Emails Create Documents Answer Questions Your browser does not support the video tag. ### AI Based Technology FinTalkr’s technology is **designed with advisers**, in close **collaboration with leading financial services technologists**, ensuring our platform meets the unique compliance, security, and workflow needs of regulated advice practices Compliance by Design Data Privacy & Security Adviser Empowerment Trust & Transparency ### Hear What Customer Have to Say ![Nathan](https://fintalkr.ai/hubfs/Nathan.jpeg) ##### Nathan Jacobsen ###### CEO - Diverger ASX:DVR "At Diverger, we understand efficiency is the key challenge facing advice practices today. As part of our expanded process & technology offer, we are actively working to solve these challenges in partnership with our network. FinTalkr aligns with this goal, offering our advisers a cutting-edge solution that saves them valuable time and money." ##### Josh "I am blown away by the success of FinTalkr. It should be compulsory for all practices. I estimate it saved me 2 - 3 hours of Admin per meeting" ##### Adam "Very impressed what your service provides - Massive Time Savings !!" ##### Monty "We jumped onto the platform, and we couldn't recommend it enough" ##### Alex "Easy to use, simple process, saves me so much time" Load More ### Want to learn how AI is transforming the financial advice industry? ###### Our Founder & CEO, James Wartho, will be sharing his insights and knowledge on AI and how it is being used across the financial advice industry ##### Join our next webinar : TBA Unlock creativity and productivity [Register Now](https://fintalkr.ai/fintalkr/get-started?hsLang=en) ![image 125](https://fintalkr.ai/hubfs/image%20125.png) ![App](https://fintalkr.ai/hubfs/App.png) ### Download Fintalkr App for All-In-One Solution *Don't hesitate to contact us, we would love to hear about your business and work with you to solve your greatest challenges* **- James Wartho, Founder** [![Play Store](https://fintalkr.ai/hubfs/Play%20Store.png)](https://play.google.com/store/apps/details?id=com.fintalkr.app.fintalkr&hl=en) [![App Store](https://fintalkr.ai/hubfs/App%20Store.png)](https://apps.apple.com/au/app/fintalkr/id6737274158) ### Frequently asked questions - ##### 1. How is FinTalkr different from other AI tools that create structured summaries and frameworks? Typically, advisers who use FinTalkr™ save up to 1 day per week in admin time, freeing them up to spend more time with their clients.  - ##### 2. How secure is FinTalkr?  FinTalkr™ uses an encryption key specific to each user to encrypt your data. Videos, audio, transcript and file notes are encrypted using this key and no one, not even FinTalkr™ staff, can view that data without access to the key, which is stored in an independent Industry vault (the Fort Knox of encryption keys). - ##### 3. Where is my data stored and processed? Your data is encrypted with a key that is specific to you and our staff do not have access to this key without management approval. - ##### 4. Is FinTalkr SOC 2 compliant? We are currently undergoing the compliance process with Vanta to formalise our SOC 2 certification. All of our underlying infrastructure is already SOC 2 compliant, ensuring that our systems and data handling practices meet enterprise grade security and reliability standards. - ##### 5. Do you support MFA and SSO? Yes. FinTalkr supports **multi factor authentication (MFA) and single sign on (SSO)** for secure enterprise deployment and user management - ##### 6. Does FinTalkr have a mobile app? Yes, FinTalkr™ has a mobile app that allows advisers to record meetings, view file notes and other key functions. Simply place your device on the table in a meeting and your file notes will be produced automatically. The FinTalkr™ app works even when you are out of mobile range while visiting clients. You can download FinTalkr™ from the App Store and Google Play Store now. - ##### 7. Can I write my own AI prompts? FinTalkr™ has an AI prompt feature called 'ASK'. You can ask a question like 'Give me a detailed account of the holiday home conversation that will help my paraplanner to create the Advice document'. You can then add the output to the file note with a single click. - ##### 8. Do I need to grand access to my share drive or Teams folder for FinTalkr to work? No, FinTalkr™ does not need any access to your share drives or Teams folders like some other services. Sharing folders exposes you to cyber risk and also gives the vendor access to more of your data than they need to provide the service (e.g. private meetings and files).  - ##### 9. Does FinTalkr understand financial advise terminology? FinTalkr™ understands key financial advice terms and is continuously being trained. If you notice terms that it doesn't recognise, let us know and we'll add them to the next training run. #### Recent Recognition ![ARN Award](https://fintalkr.ai/hubfs/ARN%20Award.png) ![RegTech Award](https://fintalkr.ai/hubfs/RegTech%20Award.png) ### News & Podcasts [![](https://fintalkr.ai/hubfs/Final%20fintalkr%20completes%20capital%20raise%20photo.png)](https://fintalkr.ai/blog/capital-raise-craig-apps?hsLang=en) [FinTalkr completes capital raise, appoints new Director Craig Apps](https://fintalkr.ai/blog/capital-raise-craig-apps?hsLang=en) April 24, 2025 Sydney, Australia – April 22, 2025 — FinTalkr, the leader in AI-powered ... [Read More](https://fintalkr.ai/blog/capital-raise-craig-apps?hsLang=en) [![](https://fintalkr.ai/hubfs/final%20Fyg%20and%20Fintalkr%20photo.png)](https://fintalkr.ai/blog/fintalkr-fyg-press-release?hsLang=en) [Press Release - FinTalkr™ x FYG Planners](https://fintalkr.ai/blog/fintalkr-fyg-press-release?hsLang=en) March 12, 2025 [Read More](https://fintalkr.ai/blog/fintalkr-fyg-press-release?hsLang=en) [![](https://fintalkr.ai/hubfs/AI%20for%20advisors%20blog%20photo.png)](https://fintalkr.ai/blog/generative-ai-the-future-of-efficiency-for-financial-advisers-with-fintalkr?hsLang=en) [Generative AI: The Future of Efficiency for Financial Advisers with FinTalkr™](https://fintalkr.ai/blog/generative-ai-the-future-of-efficiency-for-financial-advisers-with-fintalkr?hsLang=en) August 28, 2024 [Read More](https://fintalkr.ai/blog/generative-ai-the-future-of-efficiency-for-financial-advisers-with-fintalkr?hsLang=en) [View More](https://fintalkr.ai/blog?hsLang=en) ![FIntalkr Footer CTA](https://fintalkr.ai/hubfs/FIntalkr%20Footer%20CTA.png) ## Assured For Australian Advisers No matter how you meet, in person or online, FinTalkr™ captures every detail with precision and turns it into professional grade file notes. Built for compliance and trusted by advisers, it helps you stay focused on delivering quality advice while we take care of the admin. [Start Free Trial](https://fintalkr.ai/fintalkr/pricing?hsLang=en) [Book a Demo](https://fintalkr.ai/meetings/james-wartho?hsLang=en) [![Fintalkr Footer Logo](https://fintalkr.ai/hubfs/Footer%20Logo.svg)](https://fintalkr.ai/?hsLang=en) ##### Subscribe for our newsletter ###### Useful Link - [Home](https://fintalkr.ai) - [About Us](https://fintalkr.ai/fintalkr/about-us) - [How it Works](https://fintalkr.ai/fintalkr/how-it-works) - [Pricing](https://fintalkr.ai/fintalkr/pricing) - [Enterprise](https://fintalkr.ai/fintalkr/enterprise) - [FAQ](https://fintalkr.ai/fintalkr/faqs) - [Contact](https://fintalkr.ai/fintalkr/contact) ###### Resources - [Security](https://fintalkr.ai/fintalkr/security) ###### Products - [MyTalkr](https://fintalkr.ai/mytalkr-old) ###### Contact Sales - ABN: 61 666 092 600 - [info@fintalkr.com](mailto:info@fintalkr.com) - [1300 711 301](tel:1300%20711%20301) ###### Follow Us Social Media [![LinkedIn](https://fintalkr.ai/hubfs/LinkedIn.svg)](https://www.linkedin.com/company/fintalkr) ###### © 2025 - FinTalkr. 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