Summary
What this article covers in 30 seconds
- Recordsure launched AI meeting notes free of charge for all Recordsure clients.
- The feature can make post-meeting client administration 80% faster than traditional manual methods.
- Recordsure also released open-source AI meeting code for Microsoft Azure OpenAI.
- AI-generated notes used for decision-making or evidence must be validated by a human.
- Secure Azure OpenAI generation can cost about 1.6p or 2¢ per transcript hour.
Recordsure launched a new AI meeting notes solution, available free of charge to all Recordsure clients.
The feature allows financial services firms to turn client conversations into compliant, actionable summaries, achievable 80% faster than traditional manual administration methods. Recordsure also released open-source AI meeting code for Microsoft Azure OpenAI to everyone for free, levelling the GenAI meeting notes playing field.
The financial advice industry has faced scrutiny from clients and regulators, with firms under pressure to deliver advice with greater transparency. Recordsure technology solutions help advice firms record client conversations and evidence advice in a compliant way, while providing tools to improve productivity and speed up client administration processes.
With Recordsure technology meeting notes, firms can increase operational efficiencies and create meeting summaries 80% faster, freeing adviser time for client work.
Recordsure technology meeting notes
The new free Recordsure technology meeting notes solution reduces the time advisers need to spend on administration tasks, supporting firm profitability without requiring team growth.
By removing the need to write notes in meetings, Recordsure technology reduces post-meeting administration for advisers and paraplanners. It integrates with practice management systems and helps firms create structured, standardised meeting summaries with consistency and accuracy.
Human validation for decision-making and evidence
Since GPT-based large language models were introduced two years ago, many AI-generated meeting note solutions have entered the market with different output potential and stated future capabilities.
If an advice firm wants to use AI-generated meeting notes for decision-making or as evidence, those notes must be validated by a human, such as an adviser or paraplanner.
Many GenAI meeting notes solutions leave advice firms with incomplete or inaccurate meeting summaries, with outputs unsuitable for use in client advice. Firms can also be left out of pocket, while the current cost price to generate an industry-specific, topic-separated meeting note with secure OpenAI GPT models hosted on Microsoft Azure is about 1.6p (GBP), or 2¢ (USD), per transcript hour.
Recordsure says this is why it is making AI meeting notes accessible to all for free.
Free to Recordsure clients
Recordsure technology meeting note generation is included within Recordsure’s Capture solution for recording face-to-face and online conversations, bundled free with conversation transcripts.
Clients using Recordsure’s more advanced Conversation Intelligence tools receive higher-quality outputs and solutions to verify meeting notes efficiently. This turns client conversations into compliant, actionable summaries suitable for decision-making, again at no extra cost.
Recordsure’s ready-to-use AI technology is rapid to deploy and integrates with practice management systems. Recordsure has over 12 years of experience with AI and is established with advice firms, tier 1 banks and the UK government.
Open-source AI meeting code
Recordsure released open-source AI meeting code for Microsoft Azure OpenAI so firms can experiment with generating AI meeting summaries and explore the abilities and drawbacks of unvalidated GenAI meeting notes tools for free.
For disclosure and transparency, the AI meeting generator code, like any GPT-based AI meeting note product from any vendor, includes a disclaimer that a human must verify the output before relying on its content for customer or advice action. This aligns with the Recordsure Responsible AI policy, UK GDPR and EU AI Act policies.
Recordsure’s open-source code for GPT-based AI meeting notes is available on Github.
Frequently asked questions
It is available free of charge to all Recordsure clients.
The feature can make post-meeting client administration 80% faster than traditional manual methods.
They must be validated by a human if an advice firm wants to use them for decision-making or as evidence.
Recordsure released open-source AI meeting code for Microsoft Azure OpenAI so firms can experiment with generating meeting summaries.
Generating an industry-specific, topic-separated meeting note with secure Azure-hosted OpenAI GPT models costs about 1.6p or 2¢ per transcript hour.