TerminalOne AI

Terminal One helps financial advisers capture and organise client meetings without the burden of manual note-taking.

Simply record a face-to-face meeting using your iPhone and Terminal One will automatically generate a transcript and AI-powered summary, helping you focus on the conversation rather than taking notes.

Key Features

• Record face-to-face client meetings Capture conversations directly from your mobile device.

• Automatic transcription Convert recorded meetings into searchable text transcripts.

• AI-generated meeting summaries Receive structured summaries that highlight key discussion points and important information.

• Review and manage meeting records Access previous recordings, transcripts, and summaries from within the app.

Built for Financial Advisers

Client meetings generate valuable information, but capturing that information accurately can be time-consuming. Terminal One helps advisers reduce administrative work by turning conversations into organised records automatically.

By automating transcription and note creation, advisers can spend less time writing up meetings and more time focusing on their clients.

Important Information

Users should review all generated transcripts and summaries before relying on them. Accuracy may vary depending on audio quality, background noise, speaker clarity, and other factors.

Terminal One is intended for use by authorised financial advice professionals and firms.