Automatically generate FCA-compliant suitability notes, capture risk discussions, and maintain audit-proof records—all in real-time during client meetings.
"Let's discuss your capacity..."
Summary
Best-in-class accuracy
3.0% WER
FCA Ready
"Let's discuss your capacity for loss and investment objectives..."
"We're comfortable with a balanced approach..."
Auto-Generated Summary
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.
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.
All client meeting data stays within the UK on Microsoft Azure UK South. Zero data transfer outside UK borders.
Benchmark-proven accuracy on the Artificial Analysis AA-WER. Best-in-class performance across 25 languages.
Works with background noise and overlapping speech. Designed for noisy office environments and open plan spaces.
Auto-generates audit-proof records meeting all FCA regulatory requirements. Built for regulated advisers.
Saves advisers 45 minutes per meeting. Automated summary generation reduces manual documentation.
Your data is never used for training our transcription models or any purpose outside your business requirements.
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
How It Works
From meeting to compliance record in minutes
Link your calendar. TakeNote joins calls automatically or records from your phone.
Have your meeting. TakeNote captures every word and detects regulatory flags.
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.
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.
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.
Fastest high-accuracy model on AA-WER
Including English, French, Arabic, and Japanese
Built for wealth management conversations
Lower is better. MAI-Transcribe-1 achieves the lowest average WER across all 25 supported languages.
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
Why advisory firms are switching
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.