Afternoon Note Taker

The Afternoon Note Taker records client meetings to capture the data and information you need. We transcribe, add voice signatures, turn into meeting notes, actions and client communications. All actionable with a single tap. Built for financial advisors Whether you're meeting clients at home visits, in branch, or at third-party offices, Afternoon Note Taker keeps your client records complete without the admin burden. One-tap recording Press record and focus on your client. No complicated setup, no menus to navigate. The app does the work whilst you do the advising. Works anywhere No signal? No problem. Record meetings without connectivity and we’ll upload everything to your client records once you're back online. Seamless linking to existing and new clients After recording, assign the meeting to: An existing client meeting; an ad hoc catch-up with a current client; or a brand new client you've just met Integrates with Afternoon All recordings sync silently to your Afternoon platform, keeping your client data complete and your records audit-ready. Designed for face-to-face meetings The Afternoon note taker is purpose-built for in-person meetings. For virtual meetings, Afternoon's meeting bot handles those automatically. Requires Afternoon account You’ll need an active Afternoon subscription. Not signed up yet? Visit http://afternoon.co.uk to learn more