FinTalkr

FinTalkr leverages advanced agentic AI to eliminate manual administration, boost productivity and deliver consistent, compliant outcomes for regulated industries such as financial advice, accounting, mortgage broking, insurance and broader professional services. Built in Australia for organisations operating under strict regulatory oversight, FinTalkr transforms the way companies operate with AI.

FinTalkr combines human expertise with secure, Australian-hosted AI to streamline tasks that traditionally consume hours of high-value time – including meeting documentation, complex advice preparation, compliance record-keeping and data extraction. Every interaction is processed through FinTalkr’s enterprise-grade security framework, ensuring full data sovereignty, encryption of all customer information and alignment with the governance expectations of major licensees, regulators and enterprise IT teams.

FinTalkr’s agentic workflows integrate seamlessly with existing business systems, enabling professionals to shift their focus from administrative burden to client engagement, revenue generation and strategic decision-making. The platform is proven across large advisory groups, dealer networks and multi-disciplinary firms seeking to reduce risk, improve the quality of client outcomes and achieve material operational efficiency gains.

With deep financial services, AI and big data expertise, FinTalkr delivers measurable productivity uplift from day one. FinTalkr is redefining how regulated organisations operate in the era of intelligent automation.

FinTalkr is an advanced agentic AI platform designed to automate the most time-consuming, compliance-heavy workflows across financial advice, accounting, mortgage broking, insurance and other regulated industries. Built with enterprise security and Australian data sovereignty at its core, FinTalkr turns every client interaction – meetings, calls, notes and documents – into structured, compliant and actionable outputs in seconds.

The platform uses intelligent agents that work collaboratively with users to:

• capture conversations and extract key insights
• draft file notes and generate advice artefacts
• automatically apply licensee-specific compliance standards.

This eliminates hours of manual administration and dramatically reduces the risk of inconsistent, incomplete or non-compliant documentation.

FinTalkr integrates seamlessly into existing ecosystems, from CRMs to document management systems, allowing firms to modernise operations without changing core platforms. Its human-in-the-loop design ensures professionals retain full control over every output while benefiting from AI-powered speed, accuracy and consistency.

Underpinned by enterprise-grade encryption, zero-trust architecture and strict separation of client data, FinTalkr meets the expectations of large financial institutions and regulatory bodies. The result is a transformative productivity engine that uplifts advice quality, strengthens governance and enables organisations to scale with confidence in an environment where accuracy, compliance and operational efficiency are non-negotiable.