Posterity
AI meeting notes for IFAs
Only for iPhone
Free
iPhone
Record your client meetings on the go with the Posterity app. Capture notes, facts and client objectives from in-person meetings. With our app, you can focus on providing exceptional advice without worrying about missing crucial information.
Key Features:
Record on the Go: Easily capture your client meetings using the Posterity app, whether you're in your office or out visiting in person. Never miss a detail again!
Automatic Transcription: Your recorded meetings are securely synced to the Posterity platform, where our advanced AI technology accurately transcribes the conversations for your review.
Smart Summarization: Posterity intelligently extracts and summarizes key notes, facts, and client objectives from your meetings, saving you valuable time and ensuring you stay organized.
Secure and Compliant: We prioritize the security and privacy of your client data.
Collaborative Platform: Access meeting notes across team members.
Create Reports: Create suitability reports with a couple of clicks.
Posterity empowers financial advisors to enhance their client relationships, streamline their workflow, and provide top-notch advice. By leveraging cutting-edge technology, Posterity eliminates the need for manual note-taking, allowing you to concentrate on what matters most – your clients.
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Performance improvements
The developer, Posterity, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- User Content
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Size
- 25.4 MB
- Category
- Finance
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 15.1 or later. - iPod touch
Requires iOS 15.1 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Provider
Posterity Finance Ltd
- Posterity Finance Ltd has identified itself as a trader for this app and confirmed that this product or service complies with European Union law.
- DUNS Number
230466391 - Address
19 Thornhope Close
WASHINGTON
N/A
NE38 8DU
United Kingdom - Phone Number
+44 7594303507 - Email
hello@posterity.finance
- Copyright
- © Posterity Finance Ltd