Today’s meeting. Tomorrow’s fact find. Tonight.
Record the conversation. See client fit, a structured fact find, and next actions before you drive home.
Built for FCA-regulated advice. Every output citable. Human review built in.
90-minute meeting. 2 hours of admin before anything reaches your paraplanner.
Review prep eats your Sundays.
The answer to your client’s question sits in their file. You will not find the right page from the car park.
Every adviser in your firm formats notes differently.
Three workflows. Real outcomes.
Meeting to fact find
Upload the transcript. Structured fact find with objectives, risk profile, and financial data extracted. Ready for your paraplanner.
Client prep
Full context for every meeting. History, changes, open actions surfaced automatically.
Client fit
Structured view of the client’s position alongside your firm’s service model. Know the economics early.
“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 notes on the train. Send a rough email to your paraplanner.
Upload the transcript. Fact find and action items ready before you get home.
Preparing for a review
Sunday evening reading through the client file.
Client summary. Changes since last review. Key talking points. All cited.
Client asks a question
“Let me check the file and get back to you.”
Ask. 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.