Recordsure is excited to announce its new AI meeting notes tool, which helps financial services firms transform client conversations into compliant, actionable summaries. This process is 80% faster than traditional manual methods.
London, United Kingdom – July 11, 2024 – Recordsure is making its new AI meeting notes feature available free of charge to all Recordsure clients. This feature enables financial services firms to convert client conversations into compliant, actionable summaries, achieving results 80% faster than traditional manual administrative methods. To commemorate this achievement, Recordsure is also making its open-source AI meeting code for Microsoft Azure OpenAI available to everyone free of charge, leveling the playing field in the GenAI meeting notes space.
The financial advice industry has been under intense scrutiny from both clients and regulators, with firms facing increasing pressure to deliver advice with enhanced transparency.
Recordsure AI solutions play a vital role in assisting advice firms with recording client conversations and providing evidence of advice in a compliant manner, while offering tools to improve productivity and expedite client administrative processes.
Recordsure AI meeting notes empower firms to boost operational efficiencies and create meeting summaries 80% faster, freeing up valuable time for advisors to dedicate to client interactions.
Recordsure AI meeting notes
The new, free Recordsure AI meeting notes solution significantly reduces the time advisors spend on administrative tasks, enhancing a firm’s profitability without requiring team expansion.
By eliminating the need for note-taking during meetings, Recordsure AI minimizes post-meeting administrative tasks for both advisors and paraplanners. It seamlessly integrates with practice management systems and assists firms in creating well-structured, standardized meeting summaries with superior consistency and accuracy.
AI meeting notes must be validated by a human if used for decision-making and evidence
Since the advent of GPT-based large language models (LLMs) two years ago, a substantial number of AI-generated meeting note solutions have entered the market, exhibiting varying levels of output potential and future capabilities.
If an advice firm intends to utilize AI-generated meeting notes for decision-making or as evidence, the meeting notes must undergo validation by a human (an advisor or a paraplanner).
However, many of the GenAI meeting notes solutions currently available leave advice firms with incomplete, inaccurate meeting summaries, and outputs unsuitable for use in client advice.
Moreover, firms are left bearing the financial burden, while the current cost to generate an industry-specific, topic-separated meeting note using the secure OpenAI GPT models hosted on Microsoft Azure, is only about 1.6p (GBP) or 2¢ (USD) per hour of transcript.
This is why Recordsure is making AI meeting notes accessible to everyone free of charge.
Recordsure AI meeting notes, free to all clients
Recordsure AI meeting note generation is now incorporated within Recordsure’s Capture solution for recording face-to-face and online conversations, bundled free of charge with conversation transcripts.
Clients utilizing Recordsure’s more advanced ConversationAI tools benefit from higher quality outputs and sophisticated solutions for efficiently verifying meeting notes, transforming client conversations into compliant, actionable summaries, suitable for decision-making, once again, at no additional cost.
Recordsure’s ready-to-use AI technology is swift to deploy and offers seamless integration with Practice Management Systems. Recordsure boasts over 12 years of experience with AI, established with advice firms, tier 1 banks, and the UK government.
Open-source AI meeting code, free to all firms
Recordsure has released its open-source AI meeting code for Microsoft Azure OpenAI to everyone, enabling firms to experiment with generating AI meeting summaries and explore the abilities and drawbacks of unvalidated GenAI meeting notes tools free of charge.
For full disclosure and transparency, the AI meeting generator code provided (as should any GPT-based AI meeting note products from any vendor) comes with the disclaimer that a human must verify the output before relying on its content for customer or advice action. This aligns with the UK GDPR and the EU AI Act policies.
Recordsure’s open-source code for GPT-based AI meeting notes is available on Github (https://github.com/tccgroup/VTTMeetingNoteGenerator)
For more information about , view . (https://recordsure.com/conversation-review-ai/recordsure-ai-meeting-notes)
For more information about GPT-based summaries and AI technology, view our article , . (https://recordsure.com/responsible-ai/)
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