Posterity 4+

The AI-powered meeting notetaker for financial advisers to effortlessly record, transcribe and capture important details from client conversations.

Record your client meetings on the go with the Posterity app. Capture notes, facts and client objectives from in-person meetings. With our app, you can focus on providing exceptional advice without worrying about missing crucial information.


Key Features:

Record on the Go: Easily capture your client meetings using the Posterity app, whether you're in your office or out visiting in person. Never miss a detail again!
Automatic Transcription: Your recorded meetings are securely synced to the Posterity platform, where our advanced AI technology accurately transcribes the conversations for your review.


Smart Summarization: Posterity intelligently extracts and summarizes key notes, facts, and client objectives from your meetings, saving you valuable time and ensuring you stay organized.


Secure and Compliant: We prioritize the security and privacy of your client data.


Collaborative Platform: Access meeting notes across team members.


Create Reports: Create suitability reports with a couple of clicks.

Posterity empowers financial advisors to enhance their client relationships, streamline their workflow, and provide top-notch advice. By leveraging cutting-edge technology, Posterity eliminates the need for manual note-taking, allowing you to concentrate on what matters most – your clients.