Recordsure introduces free AI meeting notes

Financial advice firms are facing increased pressure to deliver transparent advice to clients, with the help of AI solutions like Recordsure. Recordsure AI meeting notes allow firms to record client conversations and evidence advice in a compliant manner, while also improving productivity and speeding up administrative processes. With Recordsure AI meeting notes, advisers can create meeting summaries 80% faster, freeing up valuable time to spend with clients.

By reducing the need for advisers to write meeting notes, Recordsure AI helps to eliminate post-meeting admin tasks and increase a firm’s profitability without the need to scale up the team. The solution seamlessly integrates with practice management systems, creating well-structured and standardized meeting summaries with superior consistency and accuracy. However, it’s important to note that AI meeting notes must be validated by a human if used for decision-making and evidence.

In the past two years, there has been a surge in AI-generated meeting note solutions in the market, each with varying levels of output potential and capabilities. Many of these solutions, however, leave advice firms with incomplete or inaccurate meeting summaries that are unsuitable for client advice. Recordsure is addressing this issue by offering AI meeting notes for free to all clients, ensuring that they have access to high-quality outputs and efficient verification tools at no extra cost.

Additionally, Recordsure has released its open-source AI meeting code for Microsoft Azure OpenAI, allowing firms to experiment with generating AI meeting summaries and explore the capabilities of unvalidated GenAI meeting notes tools for free. However, it’s essential to remember that a human must verify the output before relying on its content for customer or advice action, in line with Recordsure’s Responsible AI policy, the UK GDPR, and the EU AI Act policies.

Recordsure’s AI technology is easily deployable and seamlessly integrates with Practice Management Systems, making it a valuable tool for advice firms looking to streamline their processes and improve client interactions. With over 12 years of experience working with AI, Recordsure has established itself as a trusted partner for advice firms, tier 1 banks, and the UK government.

Overall, Recordsure’s AI meeting notes solution offers a practical and efficient way for advice firms to meet regulatory requirements, improve productivity, and deliver transparent and compliant advice to clients. Get started with Recordsure AI meeting notes today to enhance your firm’s operations and client interactions.

Source link



Leave a Reply

Your email address will not be published. Required fields are marked *

Most Viewed

Featured Franchise Opportunity

Petbar Boutique

Low Cost Franchises, Pet Franchises

$250ˌ000 - $500ˌ000

Buffalo Wild Wings Go

Food & Beverage Franchises, Full Service Restaurant Franchises

$250ˌ000 - $500ˌ000