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AI Note taker for Private Bankers
All in one solution for meticulous record-keeping of client financial planning discussions, investment strategies, and wealth management decisions. With Finscribe, private bankers can focus on building long-term client relationships and delivering tailored financial solutions.
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Why Private Bankers trust FinScribe?
Comprehensive Client Records
From investment planning to estate strategies, FinScribe captures and organizes key client discussions—creating a structured, easily accessible financial history for every client.
Seamless Collaboration Across Wealth Teams
AI-generated summaries ensure that relationship managers, investment advisors, and legal teams stay informed, reducing miscommunication and maintaining consistency across client strategies.
Clear, Actionable Summaries
Extract key takeaways from financial planning sessions, highlighting client goals, risk preferences, and investment decisions.
Confidential & Compliant Documentation
FinScribe automatically structures meeting notes, ensuring that every financial recommendation, disclosure, and decision is securely recorded and compliant with regulatory guidelines.
Instant Access to Client Financial Histories
FinScribe compiles past and present meeting notes, investment decisions, and financial plans—giving private bankers a clear record of each client’s evolving wealth strategy.
AI-Generated Investment & Risk Summaries
Automatically structured summaries provide insights into portfolio adjustments, tax strategies, and risk assessments—allowing private bankers to make informed recommendations faster.
Wealth Management & Estate Planning Notes
FinScribe ensures structured documentation for estate planning discussions, trust management, and succession strategies—helping private bankers guide long-term wealth preservation.
From independent advisors to multi-billion AUM RIAs and asset managers, Finscribe empowers financial teams of every size to work smarter and achieve more.
Frequently Asked Questions
FinScribe prioritizes client data security through multiple layers of protection, including end-to-end encryption for all data at rest and in transit. We maintain SOC2 Type II certification and follow recording-free note-taking practices, meaning meeting audio is discarded once notes are processed. Our security features include multi-factor authentication (MFA), single sign-on (SSO) integration, and robust access controls. We never use client data to train our AI models and automatically redact sensitive information like Social Security Numbers. FinScribe conducts regular independent security audits and provides comprehensive documentation to help you meet regulatory requirements.
Financial advisors typically save 25-30 minutes per client meeting using FinScribe's automated note-taking solution. This translates to approximately 25-30 days of reclaimed time annually for most advisors. Beyond time savings, FinScribe delivers more comprehensive and compliance-friendly documentation than manually produced notes. Our clients report that this improved documentation quality helps prevent compliance issues and provides valuable insights for performance improvement.
Getting started with FinScribe is remarkably simple. Most firms can be fully operational within minutes using our out-of-the-box integrations. The process involves logging into your FinScribe account, connecting your calendar and CRM systems through our settings page, and you're ready to go. Our Customer Success team provides personalized 1:1 training sessions and platform walkthroughs to ensure smooth adoption. For firms with custom integration needs, we offer dedicated support during the onboarding process. The IT setup typically takes less than 20 minutes, with straightforward guides provided for your technical team.
FinScribe seamlessly integrates with all major video conferencing platforms including Zoom, Microsoft Teams, Google Meet, and Webex. For virtual meetings, FinScribe joins as a note-taking participant to capture conversations. For in-person meetings, you can use our mobile app or web application to record and document discussions. FinScribe also offers robust integrations with popular CRM systems used by financial advisors, calendar applications, and document sharing platforms to create a comprehensive workflow solution.
FinScribe's AI technology delivers exceptional accuracy rates exceeding 95% for financial conversations. Our system is specifically trained to understand wealth management terminology and context, enabling it to capture nuanced financial discussions, client details, and action items with remarkable precision. The AI transforms conversations into structured, coherent summaries that highlight key information, making it easy for advisors to review and act upon meeting outcomes. The system continuously improves through refinement of our industry-specific models.