Business introduction
Better notes for financial advisors
Peace of mind so you can focus on your clients
How Posterity helps you
Record everything
Use Posterity to capture every word during in-person meetings or sync with Microsoft Teams and Zoom for precise, industry-tailored transcriptions.
Simplify summaries
Forget the need to replay recordings. Posterity creates clear, actionable summaries from your client meetings automatically.
Generate documents effortlessly
Draft file notes, follow-up emails, and detailed documents in moments with Posterity’s AI, letting you save time and respond to clients more efficiently.
Find key insights instantly
Easily search past conversations and retrieve organised notes and transcripts whenever you need them.
Posterity Solutions
Posterity for Financial Advisors
The assistant you need to run your financial advice business. Accurate meeting summaries Our AI is tuned to recognise the specific language that financial advisors use. Unlike other note takers, it doesn't get confused. Get your facts right Capture your action items and client objectives automatically. Let the AI capture the facts, and you......
