RecordX for Financial Advisors

A client calls six months after the annual review and asks what you said about that muni bond position. If it was not written down, you are guessing. If it was written down but nobody can find it, same thing.

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Why you need it

Client meetings, review calls, and planning sessions recorded, transcribed, and summarized. RecordX captures Zoom, Meet, Teams, in-person, and phone calls in one library so the advice you gave is on file when you need it.

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Regulatory note

Recording client conversations carries specific regulatory obligations that vary by jurisdiction and license type - US SEC and FINRA record-keeping and consent rules, EU MiFID II for investment services, Israeli Securities Authority guidance, provincial and state consent laws. RecordX does not claim FINRA or MiFID II compliance. You are responsible for confirming what your regulator, firm, and client-consent framework require, for obtaining consent from every party on the call, and for retention and access controls. Talk to your compliance officer before you switch this on for client work.

What you get

Every conversation captured - remote reviews via the Chrome extension, in-office meetings from the mobile app, phone calls via the softphone.
AI summary - a real writeup of what was discussed, decided, and recommended, per meeting.
Action items - follow-ups pulled from the conversation, ready to hand to your assistant or CRM.
Search across clients - find every time you discussed a fund, a tax move, or a beneficiary change.
Existing files - upload past recordings via the web app to back-fill client history.
Shareable summary - send the client a recap so both sides agree on what was said.

How it fits your workflow

Sign up at recordx.io/register.html. Install the Chrome extension for video reviews and the mobile app for in-person meetings. Enable a softphone number for client calls.
Get consent from the client on the record, per your firm's script. Then start.
Remote review on Zoom/Meet/Teams? The extension captures both sides. In-office? Record on your phone.
Client phone call? Ring inbound or outbound on your in-app number; both legs recorded and transcribed.
After the meeting the transcript, summary, and follow-ups land in your library. Search and share as needed.

See the phone feature

Example

An advisor running quarterly reviews for 80 households finished each meeting with a one-page recap in the client's inbox by the end of the day. When a client came back four months later asking "did we talk about rolling over the old 401k?" the answer was one search: yes, we did, here is the summary and the timestamp in the recording. No more he-said-she-said on advice history.

Who it's for

Independent financial advisors (IFAs)

Every annual review, planning meeting, and ad-hoc call on file. Pull up the exact advice you gave a client months later from the transcript, not from memory.

Wealth managers

Capture discovery meetings and portfolio reviews with high-net-worth clients. Hand them a clean summary with next steps right after.

Insurance and pension advisors

Phone calls recorded both sides, transcribed, summarized. The compliance record and the client follow-up come from the same recording.

Financial planning teams

Shared library across the firm. New planners get up to speed on an account by reading transcripts instead of chasing colleagues.

Investment advisors and PMs

Record client suitability conversations and risk discussions. Keep a searchable record of what was asked and what you recommended.

Advisory firm principals

Review real client meetings to coach junior advisors. Catch suitability and process gaps before they turn into complaints.

FAQ

Does RecordX record both sides of a phone call?

Yes. You get an in-app phone number. When you call a client or they call you, both sides record, transcribe, and summarize automatically.

What about in-person client meetings?

The RecordX Android app records the room from your phone microphone. Set it on the table during the review, stop when you're done. The transcript and summary land in the library a few minutes later.

Can I keep a long audit trail of client advice?

Yes. Transcripts and summaries stay for one year by default and can be exported. Source audio is deleted after processing to reduce the storage surface.

Is client data safe?

Audio and transcripts are encrypted in transit and at rest. The spoken content is never used to train AI models. You can delete any session at any time.

Does it work in Hebrew?

Yes. RecordX transcribes and summarizes in 100+ languages including Hebrew, Arabic, English, Spanish, French, and Russian. The spoken language is detected automatically.

Related features

Phone calls - your own in-app number, both sides recorded.
AI summary - a real writeup per meeting.
Action items - follow-ups pulled from the conversation.
Transcription - accurate speech to text across 100+ languages and dialects.

Related use cases

Pricing

Free tier with a generous monthly minutes budget. Paid plans unlock higher minute quotas, phone calls, and team features. Full detail on the pricing page.

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