TakeNote

TakeNote is an AI-powered meeting intelligence platform built exclusively for FCA-regulated financial advisory firms. We automatically record, transcribe, and summarise client meetings into structured, compliance-ready documentation — so advisers can focus on the conversation, not the paperwork that follows it.

Compliance First, Not Compliance Later — Every feature we build starts with the regulatory requirement and works backwards to the user experience. Our summaries are structured around FCA suitability obligations from the ground up — not adapted from a template designed for a different industry.

Built for UK Regulation — Client conversations are handled under UK GDPR and the Data Protection Act 2018, covered by a full Data Processing Agreement. Recordings, transcripts, and summaries are encrypted in transit and at rest, access is tightly controlled, and we never use client data to train AI models.

Built for Advice, Not for Everything — We serve FCA-regulated advisory firms. That focus means our AI understands ISAs, SIPPs, drawdown, DFMs, capacity for loss, and attitude to risk — because that's the only language it was trained to speak.

Use cases

• An IFA practice generates a complete audit evidence pack for FCA reviews.