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TakeNote
Built for Compliance v3.34

Meeting intelligence
for regulated advisers

Automatically generate suitability notes aligned to FCA requirements, 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.

Why TakeNote

Core Features

Built for regulated advice firms

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

UK Data Residency

All client meeting data stays within the UK on Microsoft Azure UK South. Zero data transfer outside UK borders.

3% Word Error Rate

Benchmark-proven accuracy on the Artificial Analysis AA-WER. Best-in-class performance across 25 languages.

Handles Real-World Audio

Works with background noise and overlapping speech. Designed for noisy office environments and open plan spaces.

Built for FCA Suitability

Auto-generates audit-proof records structured to support FCA suitability and record-keeping requirements. Built for regulated advisers.

Time Saving

Saves advisers 45 minutes per meeting. Automated summary generation reduces manual documentation.

Zero Data Retention

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

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

How It Works

From meeting to compliance record in minutes

01
Customise Vocabulary

Add client names, products, and industry terms so transcripts capture jargon accurately from day one.

02
Record or Upload

Record your meeting directly in TakeNote on any device, or upload an existing audio file.

03
Transcribe & Analyse

Our AI transcribes every word with speaker labels and detects regulatory flags in minutes.

04
Assign to Client

Link each meeting to a client record to build a complete, searchable history of every conversation.

05
Approve & Archive

Review the FCA-ready summary, approve it, and store it with a 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

The TakeNote Transcription Engine combines best-in-class speech recognition with domain-tuned vocabulary for financial advice — delivering near-human accuracy at real-time speeds on enterprise-grade infrastructure.

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 Word Error Rate benchmark

25
Languages Supported

Including English, French, Arabic, and Japanese

Purpose-tuned
Financial vocabulary

Built for wealth management conversations

Fastest in its class

The TakeNote engine 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 on speech models trusted across enterprise deployments worldwide and refined for the demands of regulated advice. The same calibre of technology relied on 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 our base transcription model. It understands ISAs, SIPPs, drawdown, DFMs, capacity for loss, and attitude to risk.

Benchmark-proven accuracy

The TakeNote engine achieves a 3.0% word error rate on the Artificial Analysis AA-WER benchmark, ranking among the top performers globally — and first among models operating at real-time speed. It also delivers the lowest average WER across 25 languages on the FLEURS benchmark.

Enterprise-cloud infrastructure

Hosted on enterprise cloud infrastructure with UK data centre availability, giving TakeNote the security and scalability that compliance teams require — on infrastructure you already trust.

Overall average word error rate across 25 languages (FLEURS)

Lower is better. The TakeNote engine achieves the lowest average WER across all 25 supported languages.

TakeNote Engine
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

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.

Customer stories

What changes when meetings become evidence.

A senior adviser and an older client deep in conversation at a walnut desk in a modern wealth management office.
0103
Case study

Northbank Wealth

A 14-adviser wealth management firm cut their suitability-note turnaround from three days to under an hour.

  • WEALTH MANAGEMENT
  • 14 ADVISERS
  • 2026

3 days → 1 hour

Suitability-note turnaround

  • #SUITABILITY
  • #WORKFLOW
  • #FCA
A quiet boutique IFA office with exposed brick, a leather chair, an open notebook and a laptop on a small meeting table.
0203
Case study

Henley & Co.

A boutique IFA practice prepared for an FCA Section 166 review in one afternoon using TakeNote's archive.

  • BOUTIQUE IFA
  • BATH
  • 2026

Section 166 ready in 4h

From request to evidence pack

  • #AUDIT
  • #SECTION 166
  • #COMPLIANCE
A glass-walled meeting room with several advisers around an oak table reviewing a dashboard on the wall display.
0303
Case study

Parkside Advisory Group

A multi-office advisory group unified their client conversation history across six locations and 40+ advisers.

  • ADVISORY GROUP
  • 6 OFFICES
  • 2026

40+ advisers

On one searchable record

  • #CLIENT HISTORY
  • #SCALE
  • #GOVERNANCE

From a single boutique adviser to a multi-office wealth group — TakeNote adapts to the way your firm already works.

Talk to us

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