An AI agent that writes up your file notes.
Every meeting written up the same day.
In short
A file note records what was discussed with a client, what information they gave and what the adviser decided or agreed to do. With your permission, the Agentive Holdings AI agent takes the meeting recording or the adviser's rough notes and drafts a clear file note in your format, listing actions and follow ups. It records only what was said. The adviser checks and edits the note before it is saved to the client file.
Sound familiar?
- Notes written days after the meeting
- Missing detail in a compliance review
- Actions agreed in the meeting forgotten
How your AI agent does it
Capture
The recording or rough notes, with consent.
Draft
A clear file note in your format.
List
Actions and follow ups for the team.
Check
The adviser edits and saves it.
What changes for your practice
- File notes done on the same day
- Consistent records across advisers
- Fewer gaps in compliance reviews
- Follow ups that actually happen
Questions
Can an AI agent write financial adviser file notes?
It can draft them from the meeting recording or the adviser's notes. The adviser checks and edits every note before it is saved.
Does it need to record the meeting?
No. It can work from the adviser's rough notes. If you do record, get the client's consent first, as you would today.
Does it add its own opinions?
No. It records what was said and decided. It never adds advice or assumptions.
More work your AI agent does
An AI agent that drafts the statement of advice.
Advice documents drafted around your strategy.
An AI agent that keeps fee renewals on time.
Every fee anniversary tracked, nothing missed.
An AI agent that prepares every review meeting.
Review packs and agendas ready days ahead.
An AI agent that collects the fact find.
Client data collected before the first meeting.
