📈 Built for client meetings | 📱 iOS

The AI Note Taker for Financial Advisors

Speakwise is the AI note taker for financial advisors: record client meetings on your iPhone and get structured notes, summaries and follow-ups ready for your CRM.

Download Speakwise on the App Store

TL;DR

Speakwise is the AI note taker for financial advisors - an AI voice recorder and note taker for iPhone. Record the client meeting (with consent) and get accurate speech-to-text in 100+ languages, an AI summary of what was discussed and decided, and action items you can paste into your CRM. No bot on the call and it works for in-person reviews too. Your recordings stay private and are never used to train AI.

Speakwise AI voice recorder and note taker app recording a meeting on iPhone

An AI note taker for financial advisors that writes up every client meeting

A client review is dense - goals, risk tolerance, decisions, next steps - and it all needs to be documented accurately afterward. Speakwise is the AI note taker for financial advisors: record the meeting and get a clean summary plus follow-ups, so nothing said across the table gets lost on the drive back.

Writing up client meetings eats hours each week.

Get a structured summary and action items in seconds, ready for your CRM.

A missed detail from a review is expensive.

Capture the full conversation accurately - the recording is your record.

Reviews happen in person, where bots can't go.

Record in-person meetings on your iPhone - no bot, works offline.

Who it's for

Financial advisors, wealth managers, planners and insurance advisors who document their own client meetings. Record with client consent and follow your firm's compliance and record-keeping policies - Speakwise is a general productivity app, not a compliance or archiving system.

Frequently asked questions

Is Speakwise an AI note taker for financial advisors?

Yes. Speakwise works as an AI note taker for financial advisors: record the client meeting on your iPhone and get a transcript, an AI summary of decisions, and follow-up action items you can drop into your CRM.

Can I get notes into my CRM?

Yes. Copy the summary and action items into your CRM, or sync to Notion. The output is clean, structured text ready to paste wherever you keep client records.

Is it compliant for financial record-keeping?

Speakwise is a general voice-recording and note-taking app, not a compliance or archiving system. Record with client consent and follow your firm's supervision and record-keeping rules. Your recordings are private and are never used to train AI.

Does it work for in-person meetings?

Yes. Speakwise records in-person client reviews directly on your iPhone - no bot to join a call - and recording works offline.

Download Speakwise on the App Store

Trusted by Professionals Worldwide

Join thousands of users who rely on Speakwise for accurate meeting transcription

4.9★

App Store Rating

Based on 100+ reviews

50+

Languages Supported

Multilingual transcription

95%

Transcription Accuracy

Industry-leading precision

10,000+

Active Users

Professionals worldwide

App Store Rating

4.9

Trusted By

10,000+

professionals

Meetings

Captured

50,000+

meetings

"Closed 40% more deals after implementing Speakwise. Prospects trust me because I never forget a commitment."
David ParkEnterprise Sales Director
Features

Your iPhone Is a Voice Recorder,
Transcriber and AI Note Taker

One tap before your meeting. Complete documentation after. Every conversation becomes a searchable voice-to-text transcript with an AI summary and action items.

Built for In-Person Meetings

Phone on the table. Hands stay free. No laptop, no Zoom, no bot joining the call.

Knows Who Said What

Automatic speaker diarization labels every voice in the room, so multi-person meetings, interviews, and panels stay readable.

Action Items in Seconds

AI extracts decisions, action items, and a clean summary the moment your meeting ends.

Works Offline

Construction sites, secure boardrooms, planes — record without WiFi. Sync when you're back.

Speaks 100+ Languages

German, Italian, Dutch, Spanish — including dialects like Bairisch and Schweizerdeutsch that defeat other AI note takers.

Testimonials

How Top Professionals
Never Miss a Detail

Join thousands of professionals who trust Speakwise to capture every important moment and decision

Strategy Consultant
May 4Jennifer Wu
"As a consultant billing $300/hour, I can't afford to take notes. Speakwise lets me be 100% present."
Executive Recruiter
May 2Marcus Chen
"179 candidate interviews this quarter. Speakwise wrote every brief."
Real Estate Agent
Apr 30Sarah Mitchell
"Every showing, every walk-through. I never forget what a client said about a property."
Construction Site Manager
Apr 28Tom Reynolds
"Hands full on the plant floor. Speakwise gets the punch list before I'm back at the truck."
Site Manager, Munich
Apr 26Andreas Huber
"Finally an AI note taker that understands our Bavarian dialect."
Healthcare Strategy Lead
Apr 24Priya Shah
"Came back from HLTH with 40 hours of audio. Briefed my team in 20 minutes."
Strategy Consultant
May 4Jennifer Wu
"As a consultant billing $300/hour, I can't afford to take notes. Speakwise lets me be 100% present."
Executive Recruiter
May 2Marcus Chen
"179 candidate interviews this quarter. Speakwise wrote every brief."
Real Estate Agent
Apr 30Sarah Mitchell
"Every showing, every walk-through. I never forget what a client said about a property."
Construction Site Manager
Apr 28Tom Reynolds
"Hands full on the plant floor. Speakwise gets the punch list before I'm back at the truck."
Site Manager, Munich
Apr 26Andreas Huber
"Finally an AI note taker that understands our Bavarian dialect."
Healthcare Strategy Lead
Apr 24Priya Shah
"Came back from HLTH with 40 hours of audio. Briefed my team in 20 minutes."
Strategy Consultant
May 4Jennifer Wu
"As a consultant billing $300/hour, I can't afford to take notes. Speakwise lets me be 100% present."
Executive Recruiter
May 2Marcus Chen
"179 candidate interviews this quarter. Speakwise wrote every brief."
Real Estate Agent
Apr 30Sarah Mitchell
"Every showing, every walk-through. I never forget what a client said about a property."
Construction Site Manager
Apr 28Tom Reynolds
"Hands full on the plant floor. Speakwise gets the punch list before I'm back at the truck."
Site Manager, Munich
Apr 26Andreas Huber
"Finally an AI note taker that understands our Bavarian dialect."
Healthcare Strategy Lead
Apr 24Priya Shah
"Came back from HLTH with 40 hours of audio. Briefed my team in 20 minutes."
Strategy Consultant
May 4Jennifer Wu
"As a consultant billing $300/hour, I can't afford to take notes. Speakwise lets me be 100% present."
Executive Recruiter
May 2Marcus Chen
"179 candidate interviews this quarter. Speakwise wrote every brief."
Real Estate Agent
Apr 30Sarah Mitchell
"Every showing, every walk-through. I never forget what a client said about a property."
Construction Site Manager
Apr 28Tom Reynolds
"Hands full on the plant floor. Speakwise gets the punch list before I'm back at the truck."
Site Manager, Munich
Apr 26Andreas Huber
"Finally an AI note taker that understands our Bavarian dialect."
Healthcare Strategy Lead
Apr 24Priya Shah
"Came back from HLTH with 40 hours of audio. Briefed my team in 20 minutes."