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Every advice meeting is a compliance event. PocketRep makes it effortless.
Financial advisors, mortgage brokers, and wealth managers spend more time documenting client meetings than holding them. PocketRep records the conversation, drafts the suitability summary, flags fact-find gaps, and stores everything to your compliance archive — automatically, in your voice, ready for review.
For·Financial Advisors, Mortgage Brokers, Wealth ManagersBuilt for·UK & EU practices
The Brief
Build the AI assistant that turns regulated client conversations into compliance-grade documentation — without slowing the advisor down.
Advisors spend up to 30% of their week on documentation. Suitability letters, fact-find write-ups, file notes, follow-up actions. The conversation itself is rich; everything that happens after is admin. PocketRep handles the after, so the advisor can focus on the before.
What PocketRep does for advisory practices
From recording to suitability-ready summary — with goals, risk signals, fact-find completeness, and next actions, all extracted in your firm's voice.
PocketRep listens for what matters in advice conversations: goals, time horizons, risk tolerance signals, family situation, health context, existing arrangements, ethical preferences, concerns raised. It checks the conversation against your firm's fact-find template and flags anything missing — so the next meeting can fill the gap, not the next compliance review.
Audit-ready by default
Every meeting recorded, transcribed, summarised, and archived — with the audit trail your compliance officer asks for.
Every recording, transcript, and summary is hashed, time-stamped, and stored to your compliance archive at the moment it's created. Access logs show who looked at what and when. Retention follows your firm's policy. When a client query comes in two years later — or a regulator does — you can answer in minutes, not days.
Built for regulated practice
Generic AI note-takers were built for sales calls. PocketRep was built for the meetings where every word is documented because it has to be.
Most AI assistants are designed for fast-moving sales teams. Advisory practice has different requirements: data residency in the UK or EU, hashed audit trails, fact-find structure, suitability-ready output, careful client consent. PocketRep was built with these requirements as defaults, not bolt-ons.
Explore other use cases
Try PocketRep with one of your client meetings this week.
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