Posterity vs Afternoon Note Taker

Record your client meetings on the go with the Posterity app. Capture notes, facts and client objectives from in-person meetings. With our app, you can focus on providing exceptional advice without worrying about missing crucial information. Key Features: Record on the Go: Easily capture your client meetings using the Posterity app, whether you're in your office or out visiting in person. Never miss a detail again! Automatic Transcription: Your recorded meetings are securely synced to the Posterity platform, where our advanced AI technology accurately transcribes the conversations for your review. Smart Summarization: Posterity intelligently extracts and summarizes key notes, facts, and client objectives from your meetings, saving you valuable time and ensuring you stay organized. Secure and Compliant: We prioritize the security and privacy of your client data. Collaborative Platform: Access meeting notes across team members. Create Reports: Create suitability reports with a couple of clicks. Posterity empowers financial advisors to enhance their client relationships, streamline their workflow, and provide top-notch advice. By leveraging cutting-edge technology, Posterity eliminates the need for manual note-taking, allowing you to concentrate on what matters most – your clients.

The Afternoon Note Taker records client meetings to capture the data and information you need. We transcribe, add voice signatures, turn into meeting notes, actions and client communications. All actionable with a single tap. Built for financial advisors Whether you're meeting clients at home visits, in branch, or at third-party offices, Afternoon Note Taker keeps your client records complete without the admin burden. One-tap recording Press record and focus on your client. No complicated setup, no menus to navigate. The app does the work whilst you do the advising. Works anywhere No signal? No problem. Record meetings without connectivity and we’ll upload everything to your client records once you're back online. Seamless linking to existing and new clients After recording, assign the meeting to: An existing client meeting; an ad hoc catch-up with a current client; or a brand new client you've just met Integrates with Afternoon All recordings sync silently to your Afternoon platform, keeping your client data complete and your records audit-ready. Designed for face-to-face meetings The Afternoon note taker is purpose-built for in-person meetings. For virtual meetings, Afternoon's meeting bot handles those automatically. Requires Afternoon account You’ll need an active Afternoon subscription. Not signed up yet? Visit http://afternoon.co.uk to learn more