Private AI
for financial services
Private AI for financial advisers, investment firms,
wealth managers and financial institutions.
Built for Industry Leaders
Focus on your client
Let our meeting notetaker take care of the rest
Never miss anything
Our AI notetaker captures the most important points,
so you can concentrate on your client.
Elliott Perry
23 February 2025
Let AI do the heavy lifting
Capture the important details and create the
compliance and admin reports you need -
automatically.
The assistant you need to run your 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
Advisers around the world love us
"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."
"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."
SIMPSON WOOD
“As a firm that’s been around for over a century, we don’t adopt tech lightly. It has to be proven, secure, and actually enhance how we serve clients. Posterity ticked all three.”
Integrates with all your favourite tools
Pull through your notes from wherever you like to meet.
Advisers like you that are using Posterity every day.
advisors using Posterity
hours of meetings processed
Start using AI in your financial advice business today
Spend more time on your clients, and less time on admin.
Book Demo