Focus on your client
Let our meeting notetaker take care of the rest
Meeting notetaker
Never miss anything
Our AI notetaker captures the most important points, so you can concentrate on your client.
23 April 2024
Meeting notetaker
Keep on top of what matters
Capture important facts about your client, whether that's how much they have saved for retirement, or that little Timmy took part in the school play.
The assistant you need to run your financial advice business.
Automated meeting summaries
Capture relevant meeting information with ease. Generate suitabiltiy reports automatically.
Goal based cashflow planning*
Create simple cashflows based on client meeting notes.
Easy CRM*
Capture client data in easy to use format. Or export to your existing CRM.
*cashflow planning and CRM features coming soon
Hear from our customers
We're working with innovative financial advisors today.
"Posterity has been a game changer for Citygate"
Implementing Posterity for our client meetings enables me to focus on the client rather than taking notes by hand. The way that Posterity is able to capture the most relevant hard and soft facts makes my life much easier, and is even making writing suitability reports much quicker.
Guy Skinner
Managing Director, Citygate Financial Planning
Privacy and security built in, from the ground up.
We take your security and privacy seriously. Your client data is yours, we never use it to train our AI.
ICO Registered
We are registered with the UK Information Commisioners Office, ref: ZB557082
GDPR Compliant
We are fully GDPR compliant and all your client data is held in European data centres. 🇪🇺
Questions & Answers
Learn more about what Posterity has to offer. If you still have questions, feel free to contact us.
Start saving time and money with Posterity.
Meeting summaries
Hard and soft facts
Client objectives
Action items
Generate full suitability reports
and more coming soon!
