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

Starter
59€47.20€
per monthper month
  • 500 min/month included
  • Automatic transcription
  • Smart summary
  • Keyword extraction
  • Intent detection
  • Advanced AI analysis
  • Data export
Get started
Most popular
Pro
129€103.20€
per monthper month
  • 2,000 min/month included
  • Everything in Starter
Get started
Business
299€239.20€
per monthper month
  • 6,000 min/month included
  • Everything in Pro
  • Priority support
Get started
AI Frequently Asked Questions

What finance teams ask about AI

Answers to improve conversation logging, compliance readiness, and team productivity.

🔍
How can finance teams reduce documentation time without losing detail?
CallsIQ turns each conversation into a transcript and structured summary in minutes. Your finance teams spend less time on manual notes and keep full traceability.
🔍
Can AI analyze 100% of conversations for finance teams?
Yes. CallsIQ processes every uploaded or integrated recording with consistent criteria, giving finance teams complete coverage instead of spot checks.
🔍
How do we find recurring themes in finance teams conversations?
The platform extracts keywords, intent, and key signals from each call. You can filter by topic, date, or owner to surface actionable patterns for finance teams.
🔍
How fast can finance teams get usable insights?
Typically in under 2 minutes per conversation: transcript, summary, and key takeaways are ready for review. That shortens decision cycles for finance teams.
🔍
Does AI help improve quality and consistency for finance teams?
Yes. Objective scoring and real examples make coaching and review more consistent. Teams improve continuously with evidence from real finance teams conversations.
🔍
Is it hard to deploy CallsIQ in finance teams workflows?
Not at all. You can start by uploading recordings on day one, then connect your existing workflow over time. Adoption is gradual and practical for finance teams.

Start working with real data today

Set up in 5 minutes.