An AI note taker for financial advisers. Send Templi's notetaker to the video call, or record without a bot on your computer or phone. Either way you get the file note in your firm's format, with client changes queued for your back office.
Press Prepare on any meeting and Templi reads the fact find, client memory, notes from earlier meetings, documents and the CRM. Then it writes a short brief: what to check in the meeting, what has changed since you last met, what is still open and a suggested agenda, with the source of every point.
Templi’s notetaker joins your Zoom, Google Meet and Microsoft Teams calls, when you send it or for every meeting on your calendar. Rather not have a bot? Record on your computer or phone, in the room or on the call, or upload a transcript you already have.
Mark a meeting as the annual review and Templi tracks it on the client: when the last one was held, when the next is due, and whether it’s booked. The notes and client changes from the meeting are logged against the client.
The full speaker-labelled transcript sits behind every note, so you can check exactly what was said.
New details and follow-up tasks from the meeting are listed per client. Confirm them and the fact find — and Intelliflo, Xplan or Plannr — is updated.
The same meeting fills the fact find and gives the suitability report its context — no re-keying between tools.
suitability report software
Record a meeting, call a client, scan the documents they hand you. The note is ready by the time you're back at your desk.
Call a client from the Templi app. Templi rings your phone first, then the client, and records both sides of the call. The file note is written the same way as a meeting in the room.
Scan the pension statement or policy schedule a client hands you. Pick the client and Templi adds it to their files, then names it from what the document says.
Choose who the document belongs to from your client list. It lands in the same file your notes, fact find and reports use.
Read the note on the way back to the office and confirm client changes before you sit down. Anything you skip waits for you in Templi on your computer.
Send Templi a file note you’re proud of. It reads the structure, the tone and the level of detail — then writes every new note the same way, so the draft sounds like your firm, not like a machine.
“An incredibly useful tool when amalgamating notes from client meetings into a coherent fact find.”
Meeting recordings and transcripts hold sensitive client information. Templi keeps them inside your firm's control: no training on your data, role-based access, and human approval before anything is written to your back office. Our trust centre has the detail for your due diligence.
Yes, with the client’s consent. Recordings are personal data under UK GDPR, so tell the client you’re recording, keep it secure and follow your retention policy. Templi keeps recordings and transcripts under your firm’s control.
Yes — Templi has a free plan. It’s enough to try the whole flow: capture a meeting, get the file note and check it against the transcript.
One that writes in your firm’s format and knows your client record. A general note taker produces a summary; Templi produces a file note and queues the client changes for your back office.
Templi writes the note in your firm’s own template, attaches the client from your back office, and turns what was agreed into updates for Intelliflo, Xplan or Plannr — nothing writes back until you confirm it.
Your recordings and transcripts stay under your firm’s control and are never used to train third-party models. Data is encrypted in transit and at rest.
Yes. Upload a note you like and Templi learns your sections, tone and level of detail — every new note reads like your firm wrote it.
Only if you want one. Templi’s notetaker can join Zoom, Google Meet and Microsoft Teams calls when you send it, or join every meeting on your calendar. To record with no bot, use the Templi app on your computer or phone, or record from your browser.
