Turn today’s client meeting into tomorrow’s fact-find. Tonight.
Record the conversation. Get a structured fact-find, a suggested next-best-action list, and a review-ready summary. All before you’ve driven home.
Built for FCA-regulated advice. Every output citable. Human review built in.
You spent 90 minutes in a meeting and now face 2 hours of admin before anything reaches your paraplanner.
Review prep eats your Sundays.
You know the answer to your client’s question sits somewhere in their file. You won’t find the right page from the car park.
Every adviser in your firm formats their notes differently.
Three workflows. Real outcomes.
Meeting to fact-find
Upload the transcript. Get a structured fact-find with objectives, risk profile, and key facts extracted. Ready for your paraplanner.
Client prep
Walk into every meeting with full context: history, recent changes, open actions, and key documents. Surfaced automatically.
Next-best-action prompts
Consumer Duty outcomes linked to client circumstances. See what needs attention before the client asks.
Click any extracted fact to see exactly where it came from. Page, paragraph, document.
Human review in the loop. Audit trail by default. No black-box outputs.
Connects to your document storage and back-office. No rip-and-replace.
The adviser copilot with the documents underneath. Every other copilot hallucinates because they lack a governed document layer. Yours has one.
“Every adviser we speak to describes the same pattern: a 90-minute meeting generating 2+ hours of admin before anything reaches the paraplanner.”
The 2026 Benchmark is measuring this across UK IFA firms for the first time.
Contribute to the benchmark →Before and after Chunkbase
After the meeting
Type up notes on the train, hoping you remember the details. Send a rough email to your paraplanner.
Upload the transcript. Structured fact-find and action items ready before you get home.
Preparing for a review
Spend Sunday evening reading through the client file, trying to remember what happened last year.
Get a client summary with changes since last review, open items, and key talking points.
Client asks a question
Promise to ‘check the file and get back to them.’ Hunt through SharePoint later.
Ask Chunkbase. Get the answer with the source document attached.
Questions financial advisers ask us
See Chunkbase in action with your documents
Book a 20-minute demo. Bring a redacted transcript or client pack and we'll show you what Chunkbase does with your actual workflow.
Built for FCA-regulated workflows. Every output reviewable. No black boxes.