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TakeNote
Built for Compliance

Meeting intelligence
for regulated advisers

Automatically generate FCA-compliant suitability notes, capture risk discussions, and maintain audit-proof records—all in real-time during client meetings.

UK Data
Residency Only
Accurate
3.0% Word Error Rate
Compliant
MiFID II
FCA Suitability
Auto-Generated
Live Transcription
Recording...

"Let's discuss your capacity..."

Summary

Capacity: Moderate

Data residency matters. Most meeting tools store conversations on US servers. Under the CLOUD Act, that data is accessible to US authorities. TakeNote keeps every word on UK soil.

Learn more →

Generic tools weren't built for regulated advice firms.

Your data leaves the UK

Most transcription tools process and store meeting data on US servers. Under the CLOUD Act, that data is accessible to US authorities. For FCA-regulated firms, that's not a risk — it's a liability.

Compliance is an afterthought

Generic AI note-takers were built for sales teams and startups. FCA suitability notes, MiFID II retention, vulnerable customer flags — these were bolted on, not built in.

The features that matter are the ones they don't have.

Generic tools offer podcast transcription and recruiting templates. What they don't offer: FCA suitability note structure, vulnerable customer flagging, or MiFID II retention — the things regulated firms actually need.

Core Features

Built for regulated advice firms

Every feature designed around compliance requirements, not retrofitted onto a generic tool.

UK Data Residency

All recordings, transcripts, and summaries hosted exclusively on Microsoft Azure UK.

MiFID II Ready

Five-year immutable retention built-in. Timestamps, audit trails, and one-click regulatory export.

FCA Suitability Notes

Automatically generates structured summaries with risk profiles and next steps.

3.0% Word Error Rate

Benchmark-proven accuracy across 25 languages with financial services tuning.

Works Everywhere

Joins Microsoft Teams, Zoom, and Google Meet automatically.

Enterprise Security

256-bit encryption at rest and in transit. GDPR compliant.

Compare

TakeNote vs generic meeting tools

See why FCA-regulated firms are switching.

UK Data Residency

TakeNote

Always, by default

Generic Tools

US servers (enterprise upgrade required)

MiFID II 5-Year Retention

TakeNote

Built in, immutable

Generic Tools

Manual configuration required

FCA Suitability Note Structure

TakeNote

Auto-generated, every meeting

Generic Tools

Generic templates only

Consumer Duty Compliance Fields

TakeNote

Vulnerable customer, capacity for loss

Generic Tools

Not available

Wealth Management Vocabulary

TakeNote

Purpose-trained

Generic Tools

General English only

Custom Firm Vocabulary

TakeNote

Included

Generic Tools

Enterprise tier only

UK GDPR Data Processing Agreement

TakeNote

Standard

Generic Tools

Available on request

FCA Audit Export

TakeNote

One click

Generic Tools

Manual collation

In-Person Recording

TakeNote

Mobile app included

Generic Tools

Available

Built for UK Wealth Managers

TakeNote

Exclusively

Generic Tools

One of 50+ use cases

Ready to switch? Request a demo and we'll show you the difference.

How It Works

From meeting to compliance record in minutes

01

Connect

Link your calendar. TakeNote joins calls automatically or records from your phone.

02

Meet

Have your meeting. TakeNote captures every word and detects regulatory flags.

03

Approve & Archive

Receive FCA summary within minutes. Review, approve, and store with full audit trail.

Built For

Built for advisory teams and the compliance officers who support them.

Advisory Teams

Stop writing notes. Start advising.

  • ✓Suitability notes auto-generated after every meeting
  • ✓Every action item and risk discussion captured
  • ✓Works silently with your existing tools

Compliance & Operations

Full visibility. Audit-ready. Always.

  • ✓Single dashboard showing compliance across your team
  • ✓One-click FCA audit export—no more chasing advisers
  • ✓Automatic flagging for vulnerable customers
  • ✓Five-year immutable retention with timestamps

The Technology Behind TakeNote

Transcription accuracy that regulated advice demands

TakeNote is powered by Microsoft's MAI-Transcribe-1 — the fastest high-accuracy speech recognition model available, built by Microsoft AI's Superintelligence team and trusted across enterprise deployments worldwide.

3.0%
Word Error Rate

Lowest Word Error Rate against competitive speech-to-text models. On FLEURS (25 languages), it outperforms Scribe v2, Whisper-large-V3, GPT-Transcribe, and Gemini 3.1 Flash-Lite.

69x
Real-time Speed

Fastest high-accuracy model on AA-WER

25
Languages Supported

Including English, French, Arabic, and Japanese

Purpose-tuned
Financial vocabulary

Built for wealth management conversations

Fastest in its class

MAI-Transcribe-1 processes 69 seconds of audio per second — delivering meeting transcripts in minutes, not hours. Your compliance summary is ready before the client has left the building.

Enterprise-grade reliability

Built by Microsoft AI's Superintelligence team and deployed across Microsoft's own products including Copilot and Azure Speech. The same technology trusted by Fortune 500 organisations.

Multilingual by default

Supports 25 languages with robust handling of accents, dialects, and regional speech patterns — essential for advisory firms serving diverse client bases across the UK.

Purpose-tuned for financial advice

TakeNote layers domain-specific vocabulary training on top of MAI-Transcribe-1's base model. It understands ISAs, SIPPs, drawdown, DFMs, capacity for loss, and attitude to risk.

Benchmark-proven accuracy

MAI-Transcribe-1 achieves 3.0% word error rate on the Artificial Analysis AA-WER benchmark, ranking 4th globally among 48 models evaluated — and first among models operating at real-time speed. On Microsoft's own FLEURS benchmark, it achieves the lowest average WER across 25 languages.

Azure infrastructure

Runs on Microsoft Azure, giving TakeNote access to enterprise-grade security, scalability, and UK data centre availability. Your client conversations processed on infrastructure you already trust.

Overall average word error rate across 25 languages (FLEURS)

Lower is better. MAI-Transcribe-1 achieves the lowest average WER across all 25 supported languages.

MAI-Transcribe-1
2.8%
Best-in-class
OpenAI Whisper Large v3
5.2%
Google Gemini 3.1 Flash-Lite
6.1%
ElevenLabs Scribe v2
6.8%

Source: Microsoft FLEURS Benchmark (25 Languages), April 2026

"We're able to deliver the model with half the GPUs of the state-of-the-art competition."

— Mustafa Suleyman, CEO of Microsoft AI, April 2026

Enterprise transcription accuracy. Purpose-built compliance intelligence. UK data residency. That's the TakeNote difference.

Why advisory firms are switching

45 min
saved per client meeting on suitability note preparation
1 hour
to prepare for an FCA audit — down from days
100%
of meeting records stored on UK soil, by default
Currently used by FCA-regulated advisory and wealth management firms across the UK.

Ready to Start?

See TakeNote in action with your meetings

Request a demo and we'll show you exactly how TakeNote transforms client meetings into compliant records.

Book a personalised demo • See your compliance workflow in action • UK data residency included

Security & Compliance

Enterprise security that compliance officers can stand behind

Unlike US-based tools, TakeNote data is never subject to the US CLOUD Act. Your client conversations are protected by UK law.

UK Data Only
Azure UK exclusively
256-bit Encryption
At rest & in transit
GDPR Compliant
Full DPA included
MiFID II
5-year retention
Enterprise Cloud
99.99% uptime SLA