Never Take Notesin a Meeting Again
AI-powered transcription captures every word, then automatically extracts financial data and updates your CRM—so you can focus on what matters: your clients.
Upload Recordings
Drag and drop any audio or video file for instant transcription
AI Meeting Bot
Bot joins your meetings, records and transcribes automatically
Annual Review - Smith Family
45 minutes · 3 speakers
Thanks for joining today's review. Let's start by discussing any changes to your financial situation.
Yes, I got a raise at work. My salary is now $85,000 per year, up from $75,000. We also bought a new car for $35,000.
And we increased our life insurance to $500,000 last month.
Income
Salary: $85,000
Asset
Vehicle: $35,000
Insurance
Life: $500,000
Saved per meeting
Notes + data entry eliminated
Transcription accuracy
Clear audio with speaker ID
Annual value created
For typical adviser
Choose how you want to transcribe
Upload existing recordings or let our AI bot join live meetings. Both methods create perfect transcripts with speaker identification and automatic data extraction.
File Upload
Drag & drop any recording
Record Your Meeting
Use Zoom, Teams, or any recording tool
Upload to Wealthie
Drag MP4, MP3, or any audio/video file
AI Transcribes
10-20 min processing, real-time progress
Transcript Ready
Speaker-labeled, searchable, linked to client
Best For
Existing recordings, in-person meetings, phone calls, or when you prefer local recording
AI Meeting Bot
Fully automated recording
Add Bot to Meeting
One click from your calendar event
Bot Joins Automatically
At meeting time, bot joins and records
Focus on Your Client
No recording management needed
Transcript Auto-Created
Ready 10-20 min after meeting ends
Recommended
Virtual meetings on Zoom/Teams/Meet. Zero effort, maximum convenience.
Both methods produce the same result: perfect transcripts with speaker identification, timestamps, and automatic data extraction. Choose based on your workflow preference.
AI extracts and enters data automatically
The transcription is valuable—but the real magic happens next. Wealthie's AI identifies financial data mentioned in conversations and automatically updates your CRM. No copy-pasting, no double entry, no manual data entry at all.
Meeting Transcript
From your conversation
Client:
"My salary increased to $95,000, and we bought a rental property for $850,000."
Client:
"We also refinanced the mortgage at 4.5% interest."
AI Identifies Data
Automatic extraction
Income Update
Salary: $95,000/year
New Asset
Investment Property: $850,000
Debt Update
Mortgage rate: 4.5%
CRM Updated
Zero manual entry
$95,000
+$850,000
4.5% rate
What Data Gets Automatically Extracted
Income Changes
- • Salary updates
- • Bonuses mentioned
- • Business income
- • Rental income
Asset Updates
- • Property purchases
- • Vehicle acquisitions
- • Investment values
- • KiwiSaver balances
Debt Information
- • Mortgage changes
- • Loan amounts
- • Interest rates
- • Repayment terms
Insurance & Goals
- • Policy changes
- • Coverage amounts
- • Financial goals
- • Risk tolerance
15+ Minutes Saved Per Meeting
Traditional workflow: Listen to recording → manually enter each piece of data → double-check entries. With Wealthie: AI does it all automatically while you focus on your next client.
Retirement Planning - Wilson Family
1 hour 12 min · 3 speakers
Let's review your retirement strategy. How are you feeling about your current KiwiSaver contributions?
We increased our KiwiSaver contributions to 8% last month. We want to retire at 60, so we're trying to maximise our savings.
I'm also now contributing to my employer's KiwiSaver scheme. They match 3%.
Excellent. That employer match is essentially free money. Let's model some scenarios to see if you're on track for your retirement goals.
3 results for "KiwiSaver" · Jump to:
Transcripts that actually work for you
Not just a wall of text. Every transcript is searchable, speaker-labeled, timestamped, and ready to reference instantly. Find any detail from any meeting in seconds.
Automatic Speaker Identification
AI identifies and labels each speaker automatically. See who said what, when. Perfect for multi-party meetings with couples or business partners.
Precise Timestamps
Every line timestamped to the second. Click any timestamp to jump directly to that moment in the audio recording—no scrubbing through hours of playback.
Full-Text Search
Search across all transcripts instantly. Find every mention of "KiwiSaver" or "mortgage" across every client conversation you've ever had.
Export Options
Download transcripts as PDF, Word, or plain text. Include or exclude timestamps and speaker labels. Perfect for record-keeping or sharing with clients.
95%+ Accuracy
Industry-leading transcription quality for clear audio with financial terminology
Instant Search
Find any detail from any meeting in seconds across your entire transcript history
Linked Audio
Click any timestamp to jump directly to that moment in the original audio recording
Built for regulated financial services
Meeting transcripts help you meet FMA record-keeping requirements while maintaining the highest security standards. Every conversation encrypted, stored securely, and ready for compliance review.
Meeting FMA Requirements Made Simple
Financial Markets Authority record-keeping requirements
Complete Meeting Records
Automatic transcripts of every client interaction, timestamped and searchable for compliance reviews
Advice Documentation
Clear record of recommendations given, client responses, and decisions made during meetings
Client Disclosure Trail
Documented evidence of risk disclosures, product explanations, and informed consent
Audit-Ready Export
Export transcripts in any format needed for FMA audits or internal compliance reviews
Enterprise-Grade Security
End-to-End Encryption
All recordings and transcripts encrypted in transit and at rest using AES-256 encryption
- TLS 1.3 for all data transmission
- AES-256 encryption at rest
- Encrypted backup storage
Privacy Controls
Granular access controls ensure only authorised team members can access sensitive client data
- Role-based access control
- Audit logs of all access
- Two-factor authentication
Secure Infrastructure
Cloud infrastructure with automatic backups, disaster recovery, and 99.9% uptime guarantee
- AWS secure data centers
- Daily automated backups
- Geographic redundancy
Your client data is protected by the same security standards used by major financial institutions. Every transcript, recording, and piece of data is encrypted, backed up, and accessible only to your authorised team.
See what your time is worth
Every hour you spend on notes and data entry is an hour you're not serving clients or growing your practice. AI transcription pays for itself from the first meeting.
Traditional Workflow
With Wealthie AI
Time Saved Per Meeting
45 minutes
More Meetings Possible
+75%
What Could You Do With All That Extra Time?
Serve 200+ more clients
With 45 minutes saved per meeting, you can take on more clients without working longer hours or hiring more staff.
Generate more revenue
Use recovered time for business development, complex planning work, or higher-value client interactions.
Improve work-life balance
Leave the office earlier, take longer lunches, or simply reduce the stress of constant administrative work.
Focus on what matters
Spend time on strategic planning, client relationships, and the work that actually requires your expertise—not data entry.
Ready to transform your client relationships?
Join the waitlist to be among the first financial advisers to access Wealthie's AI-native CRM and transform your practice operations.
All-in-one platform for client management, document storage, and task tracking
Seamless integration with our financial modelling tools for a complete solution
Enterprise-grade security to protect your clients' sensitive information
Dedicated support to help you get the most out of the platform
Early access! Join the waitlist to be first in line when we launch. No commitment required.
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