For Financial advisors

MiFID II compliance and automatic documentation of all your client calls

Meet MiFID II and financial regulations automatically: call recording, transcription, suitability analysis and full call reports generated in minutes.

Start free — 60 min included See how it works
100%
of calls analyzed
2min
to get full analysis
-70%
documentation time
100+
languages supported
See it in action

Watch how a call becomes actionable data in 2 minutes

The problem

Challenges faced by financial advisors

Real problems our tool solves for this professional profile.

⚡ MiFID II requires recording and documenting all financial client calls
⚡ Manual client suitability documentation consumes valuable advisory time
⚡ Regulators demand evidence of proper, documented financial advice
⚡ Advisors fear making compliance errors without systematic review
⚡ Searching old call archives is slow and costly during regulatory audits
⚡ Los inspectores regulatorios exigen evidencia de asesoramiento adecuado y documentado
The solution

Automatic intelligence on every call

One tool that analyzes, summarizes and extracts what matters from every conversation.

🎙️
Accurate automatic transcription
Upload audio or connect directly. Transcription in English and Spanish in under 2 minutes.
📝
Smart summary
Structured summary with the key points of each call ready in seconds.
🏷️
Keyword extraction
Automatically identifies the most relevant keywords from each conversation.
🎯
Intent detection
Classifies the intent of each call to prioritize actions and follow-ups.
📊
Analytics dashboard
Visualize patterns, trends and key metrics across all your conversations.
How it works

4 steps from call to insight

1
Upload audio
Upload manually or connect your recording system for automatic processing.
2
AI analyzes
Transcription, summary, keywords and intent in under 2 minutes.
3
Get insights
Access the dashboard with all structured and actionable data.
4
Act
Make decisions based on real data from your conversations.
Testimonials

What our users say

★★★★★
"It cut in half the time we spent documenting each conversation. Now we have real data to make decisions."
AM
Anna Mitchell
Manager · Financial advisors
★★★★★
"Automatic keyword extraction helps us identify patterns that were previously invisible in our call volume."
JP
James Parker
Director · Financial advisors
★★★★★
"The tool paid for itself in the first week. The time we save on documentation is incredible."
MG
Mary Green
Lead · Financial advisors
Pricing

No surprises, no contracts

Free
$0
forever
  • 60 min included
  • Automatic transcription
  • Smart summary
  • Keyword extraction
  • Intent detection
  • No credit card required
Get started free
Starter
$19
per month
  • 500 min/month included
  • Automatic transcription
  • Smart summary
  • Keyword extraction
  • Intent detection
  • Advanced AI analysis
  • Data export
Get started
Most popular
Pro
$49
per month
  • 2,000 min/month included
  • Everything in Starter
Get started
Business
$99
per month
  • 6,000 min/month included
  • Everything in Pro
  • Priority support
Get started

Start working with real data today

Set up in 5 minutes.