RecordX for Financial Advisors
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.
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.
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.
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 20 languages.
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.