Cut client admin from hours to minutes with Assist
The AI-powered assistant built for regulated financial services firms - from meeting capture and summaries through to CRM updates, real-time coaching, and compliant document generation.
The numbers from firms using Assist today
From first conversation to final document - covered.
Record and transcribe financial advice meetings securely
Capture in-person, hybrid, and remote meetings inside your own perimeter. Every word is transcribed with adviser-grade accuracy and stored with the controls your compliance team already trusts.
Call summaries delivered instantly
Every summary is generated using templates customised to your firm’s workflows, terminology, and compliance requirements, ensuring outputs are consistent and ready to review, approve, and share.
Automate post-meeting admin and CRM updates
Assist automatically updates your CRM and business systems with structured data, supporting out-of-the-box integrations with Xplan, iO and Plannr, alongside bespoke integrations tailored to your firm’s technology stack.
Enable adviser self-coaching
Assist includes Protect, a tab that gives each adviser a structured review of their own meetings. It flags vulnerability indicators, Consumer Duty gaps, and KYC completeness, and links each finding directly to the transcript. Advisers see what went well and what needs attention, before issues reach formal QA.
Document generation
Generate compliant documents in your firm’s branded templates using meeting transcripts and supporting source material, complete with citations back to the meeting.
Turn hours of LoA admin into minutes
Upload Letter of Authority responses and Assist automatically extracts, structures, and compares plan data against a configurable checklist - flagging gaps and generating chase emails before they slow your advice process down.
Assist includes Navi, a built-in chat assistant for meeting summaries
Ask Navi to reshape a section, adjust the tone, or draft a follow-up email. Every suggested change is shown before anything is applied. Nothing updates without your approval.
Meet clients anywhere. Let Assist handle the admin.
Capture and upload meetings
The Assist mobile app makes it easy to capture in-person meetings, upload recordings securely, and generate accurate transcripts and structured summaries.
Personalised, regulator-ready documents in minutes
Suitability reports, annual reviews, provider and client letters, withdrawal and top-up letters, research file notes and compliance reports eat hours of manual work, piecing together meetings, fact finds and CRM data.
Unlike generic AI note takers, Navi is trained specifically for regulated financial advice conversations and produces structured outputs aligned to suitability and compliance requirements.
Solutions designed for growth
Trusted by leading financial institutions, delivering results in real-world environments.
Read more from the team
Ready to cut client admin from hours to minutes?
Book a demo and we’ll walk you through Assist inside one of your own advice journeys - meeting, summary, CRM, coaching, document generation.