Posterity is an AI paraplanner for financial advisers. We save you hundreds of hours and £'000's per client. 

The AI Assistant for Financial Planners
Work smarter. Serve more clients.

How Posterity Helps You:

Record Everything:
Use Posterity to capture every word during in-person meetings or sync with Microsoft Teams and Zoom for precise, industry-tailored transcriptions.

Simplify Summaries:
Forget the need to replay recordings. Posterity creates clear, actionable summaries from your client meetings automatically.

Generate Documents Effortlessly:
Draft file notes, follow-up emails, and detailed documents in moments with Posterity’s AI, letting you save time and respond to clients more efficiently.

Find Key Insights Instantly:
Easily search past conversations and retrieve organised notes and transcripts whenever you need them.

Why Posterity Makes an Impact:
	•	Respond to Clients Faster
	•	Reduce Time-Consuming Admin Work
	•	Focus on Growth and Delivering Exceptional Service
	•	Maintain Accurate Client Records
	•	Enhance Team Collaboration

Try Posterity for Free:
https://posterity.finance

Posterity

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