Recordsure – seventh on our RegTech 50 ranking late last year – has launched a new AI meeting notes solution.
Free of charge to all clients, the new feature allows financial services firms to turn their client conversations into compliant, actionable summaries – all achievable 80% faster than traditional manual admin methods allow, according to the company.
Recordsure is also releasing open-source AI meeting code for Microsoft Azure OpenAI to everyone for free, allowing firms to experiment with generating AI meeting summaries and – in Recordsure’s words – explore the abilities and drawbacks of unvalidated GenAI meeting notes tools.
The financial advice industry has been subject to intense scrutiny from clients and regulators, with firms under increased pressure to deliver advice with greater transparency.
By eliminating the need to write notes in meetings, Recordsure AI reduces post-meeting admin tasks for the adviser and paraplanner. It integrates with practice management systems and helps firms create well-structured, standardised meeting summaries with superior consistency and accuracy.
Recordsure AI meeting note generation is included within Recordsure’s Capture solution for recording face-to-face and online conversations, bundled for free with conversation transcripts.
Recordsure’s open-source code for GPT-based AI meeting notes is available on Github.
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