Introduction to Evie
Last updated: May 10, 2026
Evie is a powerful AI-powered note-taking tool designed specifically for financial advisers. It transforms the way you handle client meetings by automating the time-consuming tasks of note-taking, transcription, and report generation.
Instead of manually typing notes during or after meetings, Evie joins your virtual meetings as an AI assistant, listens to the entire conversation, and captures everything discussed. After the meeting, you can generate professional, structured reports with just a few clicks.
What Evie Does For You
Records and Transcribes: Evie automatically records your virtual meetings across all major platforms (Microsoft Teams, Google Meet, Zoom, and Skype) and creates accurate transcriptions of everything discussed.
Analyses and Structures Data: The AI analyses your conversation and transforms unstructured meeting dialogue into organised, structured information that fits your reporting needs.
Generates Professional Reports: With one click, Evie creates comprehensive meeting reports in multiple formats, saving you hours of manual documentation work.
Updates Client Records: Evie integrates directly with CRM and can automatically update up to 70% of client Factfind information based on what was discussed in your meeting.
Time Savings
By automating transcription, note organisation, and report generation, Evie can save you significant time on every client meeting. Instead of spending 30–60 minutes writing up meeting notes, you can generate a complete report in under a minute and make quick edits as needed.