Focus on your client
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
Let the AI do the heavy lifting
Not only can you capture the important details, but we can create the compliance and admin reports you need - automatically.
The assistant you need to run your financial advice business.
Accurate meeting summaries
Our AI is tuned to recognise the specific language that financial advisors use. Unlike other note takers, it doesn't get confused.
Get your facts right
Capture your action items and client objectives automatically. Let the AI capture the facts, and you can focus on your client.
Generate the reports you need
Instead of spending hours writing reports for clients let our AI do it automatically for you - in seconds.
Hear from our customers
Working with top 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
"Highly recommended!"
"We recently began using Posterity within our client meetings and have found this to be a very useful tool. It very quickly and accurately summarises our meetings and creates a useful record for the file. The summary very helpfully categorises key data into sections for general summary, regulated advice, actions and objectives. "
Michael Roberts
Director, Spend Time Financial Planning
We take privacy and security seriously
Your data is yours, and yours alone.
Privacy and security built in, from the ground up.
Your client data is yours, we never use it to train our AI, share it with third parties, or use it ourselves.
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!
