According to Platforum research published in Money Marketing, nearly half of UK financial advisers now use AI in their business, double the figure from a year earlier. The most common application, by a wide margin, is meeting transcription and summarisation. Around three quarters of advisers using AI apply it specifically to meeting notes.
This tracks with what we have heard and seen from firms first hand. The annual review process generates the bulk of documentation work for most advisory practices, and post-meeting notes are consistently described as the most time-consuming part. A separate Platforum survey found that 72% of advisers still did not record their meetings at all in late 2024. Of those who did, most relied on the AI-generated summaries rather than sharing full transcripts with clients.
The difference between those two data points (growing AI adoption and low recording rates overall) suggests that while adoption is surging, the market is still early. Two thirds of advisers continue to use paper-based fact-finding methods. The advisers who have adopted transcription tools report immediate time savings, but the category as a whole has room to grow.
Kitces Research in the US has tracked similar patterns. Their 2024 Advisor Productivity study found that advisers running the most comprehensive financial plans use AI meeting notes tools at roughly four times the rate of those running narrower, targeted plans. The complexity of the work, and the number of team members who need access to what was discussed, drives adoption more than firm size alone.
How Automwrite’s AI Meeting Assistant Works
Several tools in this category focus on transcription as a standalone feature. Automwrite approaches it differently. The meeting assistant is built into the same platform that manages client records, generates suitability reports, and handles document storage. The recording is one step in a larger workflow, and the data it captures feeds directly into what comes next.
Recording from the app or desktop
Advisers can start a recording from the Automwrite mobile app (iOS and Android) or from the desktop platform. For in-person meetings, the phone sits on the table. For virtual meetings, the assistant can join directly. There is no separate transcription tool to configure and no audio file to export afterwards.
Calendar integration and automatic attendance
The meeting assistant connects to the adviser’s calendar and can join scheduled meetings automatically. It supports Microsoft Teams, Zoom, and Google Meet, joining the call when the meeting starts and recording and transcribing without requiring the adviser to open the app or press a button. For in-person meetings, the mobile app serves the same function from the adviser’s phone.
Transcription with CRM sync
Once the meeting ends, the transcription lands in the client’s record inside Automwrite’s CRM. If the client is new, Automwrite creates a profile automatically from the conversation, including partner details where relevant. For existing clients, the record is updated in the client’s own words, pulled directly from what was said. The adviser does not need to re-key information or copy notes between systems. Previous meeting context, risk profile references, and specific instructions from the client are all captured as part of the record. The platform also maintains a full overview of the client’s portfolio, accessible alongside the meeting data.
Conversation insights, follow-up email, and branded summary
As soon as the meeting wraps up, the adviser has the full transcript saved to the client’s record alongside conversation insights that break down the discussion into key points, personal facts mentioned, advice given, and next steps. This goes beyond a raw transcript. The platform structures what happened in the meeting so the adviser can review it at a glance rather than reading through the entire recording.
From there, Automwrite generates a follow-up email to the client and a branded post-meeting summary document, formatted with the firm’s own branding. Both are ready to review, adjust, and send directly from the platform. What would normally take 20 to 30 minutes of post-meeting admin can be done in a few clicks while the conversation is still fresh.
Scanning handwritten notes, documents, and intake
For meetings where the adviser takes notes on paper or collects physical documents (pension statements, provider letters, tax forms), the mobile app’s camera can scan and upload them directly to the client’s file. Automwrite extracts the data and attaches it to the record. The same camera upload works for any other client files the adviser needs to capture on the spot. For new clients, the platform also generates automatic intake documents, reducing the manual setup that typically follows a first meeting. This covers the gap that transcription alone misses: the paperwork, the onboarding admin, and the physical documents that get handed over during a home visit or office meeting.
Client intelligence and meeting prep
Beyond recording and documentation, Automwrite’s agent gives advisers a way to interact directly with their client data. Advisers can ask questions about a client’s file, review their full portfolio overview, and pull up relevant details ahead of a meeting. This turns meeting preparation from a manual review of scattered notes and documents into a conversation with the platform. The agent draws on everything in the client’s record, including previous meeting transcripts, uploaded documents, and portfolio data, so the adviser walks into each meeting with the full picture already in front of them.
From Meeting Notes to Suitability Reports in One Platform
This is where Automwrite’s approach diverges from most meeting notes tools. The transcription, the scanned documents, and the client’s existing file all sit inside the same AI-native CRM. When the adviser is ready to generate a suitability report, the platform already has the meeting content, the client’s financial details, and the context from previous interactions.
The adviser types a plain English instruction. Something like: “Transfer Scottish Widows to Aviva with the Income 7 Portfolio. Client wants to retire at 65.” Automwrite reads the full client file, including the meeting notes just captured, and generates a CIP-aligned suitability report in roughly 60 seconds. The output is branded to the firm, editable in Word, and built with a full audit trail.
For firms that currently use one tool to record, another to transcribe, a third to store notes, and a fourth to write reports, this consolidation removes the integration overhead. There are no API connections to maintain between vendors, no export steps, and no risk of data getting lost between systems.
What Separates a Purpose-Built Meeting Tool From Generic Transcription
Generic transcription services (Otter.ai, Fireflies, Zoom AI Companion) work well for capturing what was said. Kitces Research found that financial advisers initially lean toward these tools because they are conveniently already embedded in the meeting software they use.
This limitation reveals itself further downstream. A generic transcription tool produces a text file or summary, but advisers still need to extract the relevant details, enter them into their CRM, cross-reference against the client’s existing file, and then write the report. Each of those steps introduces time, friction, and the potential for information to get lost in translation or go undocumented.
Purpose-built tools for financial advisers, like Automwrite, are trained on advisory language, FCA terminology, and the specific structure of financial planning conversations. They understand that when a client says “I want to move my SIPP,” that statement carries regulatory and documentation weight.
Automwrite’s specific differentiator is that the meeting assistant is connected to the report-writing engine. The data path runs from recording > transcription > CRM > suitability report without ever leaving the platform. For advisers already using Automwrite for report generation, the meeting assistant is an extension of the same system, adding to the data that powers every report.
Practical Considerations for Firms Evaluating AI Meeting Notes
Client consent and recording disclosure
The FCA has not published specific guidance on AI transcription of client meetings, but existing GDPR and data protection obligations apply. Firms using any recording tool should inform clients at the start of the meeting, explain how the recording will be used, and offer the option to decline. Most firms adopting transcription tools have incorporated this into their standard meeting opening.
Accuracy and review
No transcription tool produces perfect output in every scenario. Regional accents, overlapping speakers, and financial jargon all affect accuracy. Automwrite and its peers in the UK market have trained their models specifically for advisory language, which improves results compared to generic engines. Advisers should still review the generated notes before they feed into report generation or become part of the permanent client record.
Integration with existing systems
Firms using Automwrite as their CRM and report-writing platform benefit from the tightest integration, since the meeting data stays within the same system. For firms using external CRMs, the right integration setup depends on the existing technology stack and willingness to consolidate.
Getting Started
The Automwrite meeting assistant is available on both the desktop platform and the mobile app (iOS and Android). Firms already using Automwrite for suitability report generation can activate the meeting assistant as part of their existing subscription.
For a walkthrough of how the recording, transcription, and report generation work together, book a demo.
Download on iOS: App Store
Download on Android: Google Play
Sources
1. Platforum, “Organic growth in an AI world,” Money Marketing, November 2025. Nearly half of advisers using AI; three quarters apply it to meeting notes.
2. Platforum adviser survey, “Fifth of advisers use AI transcription services for client meetings,” Money Marketing, December 2024. 20% using AI transcription (doubled year on year); 72% do not record meetings.
3. Platforum, “The painfully slow evolution of financial planning technology,” Money Marketing, March 2025. Two thirds of advisers still use paper-based fact-finding.
4. Kitces Research, “Best AI Notetakers for Financial Advisor Meetings,” May 2025. Advisers running extensive plans use AI meeting notes at 4x the rate of those running narrow plans.
Related reading
The Rise of AI Suitability Report Generation
Simplifying Suitability Reports for Financial Advisers
