NextGen MEETING NOTES

The next generation meeting notes

Built for accuracy

Help cut admin and boost confidence in your meeting notes without replacing expert oversight

Recordsure NextGen Meeting Notes image of AI and tech

Recordsure has developed a new approach to meeting notes that delivers greater accuracy and reliability for compliance and audit needs.

Why Generative AI alone isn’t enough

Other meeting note solutions rely solely on Large Language Models (LLMs) to create and categorise summaries. While useful, these models can produce variable accuracy from meeting to meeting – leading to repeated editing, prompt changes and uncertainty over the completeness of your records. 

Over time, these inefficiencies can: 

  • Increase operational costs 
  • Slow down the advice process 
  • Add unnecessary pressure to paraplanners and advisers 

The Recordsure approach

For the first time in the industry, Recordsure’s next generation of meeting notes combines the strengths of predictive AI and generative AI. Here is how it works.

Predictive AI

Predictive AI categorises the relevant advice details in your meetings or documents.

Generative AI

Generative AI transforms these details into topic-specific summaries, complete with supporting and contradictory citation

We do things differently

Backed by over a decade of industry experience and tens of thousands of expertly annotated adviser conversations, Recordsure’s AI helps understand the meaning behind what’s said, giving you the confidence that your meeting notes are as accurate as possible.

NextGen Meeting Notes benefits

  • Record in-person or video conversations with Recordsure Capture
  • Meeting notes are over 90% more accurate than first-generation AI tools 
  • Reduced admin and faster turnaround for paraplanners 
  • Advisers free to focus on client conversations 
  • Consistent, compliance-ready records 

Make meeting notes a strength, not a chore.

See it in action