---
title: How it works
description: FinTalkr™ is a Conversational AI-driven platform to help financial service advisors dramatically increase their productivity; giving them more time to spend with their clients.
---

[![Fintalkr-dark](https://fintalkr.ai/hubfs/Fintalkr-dark.png)](https://fintalkr.ai/?hsLang=en)

- [About Us](https://fintalkr.ai/fintalkr/about-us)
- [How it Works](https://fintalkr.ai/fintalkr/how-it-works)
- [Pricing](https://fintalkr.ai/fintalkr/pricing)
- [Enterprise](https://fintalkr.ai/fintalkr/enterprise)
- Products 
    - [MyTalkr](https://fintalkr.ai/mytalkr)
- [Security](https://fintalkr.ai/fintalkr/security)

[Login](https://fintalkr-prd.fifth-logic.com/fliqweb/dashboard/voice-analytics) [Start Free Trial](https://fintalkr.ai/fintalkr/pricing?hsLang=en)

[![Fintalkr-dark](https://fintalkr.ai/hubfs/Fintalkr-dark.png)](https://fintalkr.ai/?hsLang=en)

- [About Us](https://fintalkr.ai/fintalkr/about-us)
- [How it Works](https://fintalkr.ai/fintalkr/how-it-works)
- [Pricing](https://fintalkr.ai/fintalkr/pricing)
- [Enterprise](https://fintalkr.ai/fintalkr/enterprise)
- Products 
    - [MyTalkr](https://fintalkr.ai/mytalkr)
- [Security](https://fintalkr.ai/fintalkr/security)

[Login](https://fintalkr-prd.fifth-logic.com/fliqweb/dashboard/voice-analytics) [Start Free Trial](https://fintalkr.ai/fintalkr/pricing?hsLang=en)

### Our Process is Simple

###### At FinTalkr, we believe technology should make your life easier, not harder. That’s why our process is designed to be simple from start to finish. Just connect your meetings or client calls, and FinTalkr’s AI captures, structures, and generates your File Notes. No complex setup, no steep learning curve. You get clear, accurate documentation tailored to your practice, ready to share or store securely.

#### Start a New Meeting

 Select your client, choose a recording method, and start capture the Meeting, In Person or Online 

[Get Started](https://fintalkr.ai/fintalkr/pricing?hsLang=en)

![Process 1](https://fintalkr.ai/hubfs/Process%201.png)

#### Work with Ask FinTalkr AI

 Deep dive in your meetings with Ask AI, creating your own AI Prompts & documents 

[Ask Fintalkr Now](https://fintalkr.ai/fintalkr/pricing?hsLang=en)

![Process 4](https://fintalkr.ai/hubfs/Process%204.png)

#### Your AI Generated Documents

 Structed AI Documents with Topics to suit your own business 

[Generate File Note Now](https://fintalkr.ai/fintalkr/pricing?hsLang=en)

![Process 3](https://fintalkr.ai/hubfs/Process%203.png)

#### Capture Every Word. Stay on Track.

 Live Transcriptions, Agenda Builder and Compliance Alerts 

[Capture Now](https://fintalkr.ai/fintalkr/pricing?hsLang=en)

![Process 2](https://fintalkr.ai/hubfs/Process%202.png)

![FIntalkr Footer CTA](https://fintalkr.ai/hubfs/FIntalkr%20Footer%20CTA.png)

#### Structured AI Features

![chat\_apps\_script](https://fintalkr.ai/hubfs/chat_apps_script.png)

 File notes in 2 mins

![admin\_panel\_settings](https://fintalkr.ai/hubfs/admin_panel_settings.png)

 Australia hosted & security

![emoji\_language](https://fintalkr.ai/hubfs/emoji_language.png)

 AI trained on adviser language

![amp\_stories](https://fintalkr.ai/hubfs/amp_stories.png)

 Mobile & Teams

![upload\_2](https://fintalkr.ai/hubfs/upload_2.png)

 Exports & Downloads

[Start Free Trial](https://fintalkr.ai/fintalkr/pricing?hsLang=en) [Book a Demo](https://fintalkr.ai/meetings/james-wartho?hsLang=en)

![Untitled design (1)](https://fintalkr.ai/hubfs/Untitled%20design%20(1).jpg)

### Data Lineage & Traceability: Why FinTalkr Leads the Pack

Built for Real World Accountability Whether for audits, internal compliance, or client transparency.  FinTalkr gives you clarity, confidence, and control. Perfect for financial planners, licensees, and enterprise firms looking for trustable voice to text and AI driven documentation

 End to End Data Lineage

 Transparent AI

 Compliance Ready

 Military Grade Security

![FIntalkr Footer CTA](https://fintalkr.ai/hubfs/FIntalkr%20Footer%20CTA.png)

## Assured For Australian Advisers

 No matter how you meet, in person or online, FinTalkr™ captures every detail with precision and turns it into professional grade file notes. Built for compliance and trusted by advisers, it helps you stay focused on delivering quality advice while we take care of the admin.

[Start Free Trial](https://fintalkr.ai/fintalkr/pricing?hsLang=en) [Book a Demo](https://fintalkr.ai/meetings/james-wartho?hsLang=en)

[![Fintalkr Footer Logo](https://fintalkr.ai/hubfs/Footer%20Logo.svg)](https://fintalkr.ai/?hsLang=en)

##### Subscribe for our newsletter

###### Useful Link

- [Home](https://fintalkr.ai)
- [About Us](https://fintalkr.ai/fintalkr/about-us)
- [How it Works](https://fintalkr.ai/fintalkr/how-it-works)
- [Pricing](https://fintalkr.ai/fintalkr/pricing)
- [Enterprise](https://fintalkr.ai/fintalkr/enterprise)
- [FAQ](https://fintalkr.ai/fintalkr/faqs)
- [Contact](https://fintalkr.ai/fintalkr/contact)

###### Resources

- [Security](https://fintalkr.ai/fintalkr/security)

###### Products

- [MyTalkr](https://fintalkr.ai/mytalkr-old)

###### Contact Sales

- ABN: 61 666 092 600
- [info@fintalkr.com](mailto:info@fintalkr.com)
- [1300 711 301](tel:1300%20711%20301)

###### Follow Us Social Media

[![LinkedIn](https://fintalkr.ai/hubfs/LinkedIn.svg)](https://www.linkedin.com/company/fintalkr)

###### © 2025 - FinTalkr. All Rights Reserved.

[Terms and conditions](https://fintalkr.ai/fintalkr/terms?hsLang=en) [Privacy policy](https://fintalkr.ai/fintalkr/privacy?hsLang=en)