Saturn has launched Meeting Notes 2.0, an upgraded version of its artificial intelligence (AI) meeting notes tool for financial advisers.
The latest model is designed to meet Financial Conduct Authority (FCA) compliance and is twice as accurate as the previous version.
The system combines meeting note and file note capture, aiming to help advisers summarise and review client meetings more efficiently.
The technology was tested in hundreds of live meetings.
Saturn found Meeting Notes 2.0 needed 80% fewer facts to be added by hand after a client conversation.
By processing the full discussion in one go, the unified model captures context, intent, and relationships between topics.
The notes produced are more consistent and audit-ready, with the AI recognising tone, intent, and cues such as humour or frustration.
Amal Jolly, CEO of Saturn, said: “The levels of rich human conversational nuance Meeting Notes 2.0 can understand and interpret makes it a great tool for financial advisers.
“It helps with efficiency, but the focus is about helping them be more compliant and thorough with their client meetings to ensure they don’t miss crucial information.
“We’re excited by the progress and increased accuracy, but our work isn’t stopping here – more updates are coming soon, and Meeting Notes 2.0 will keep advancing quickly.”
Rory Albon, founder and adviser at Albon Financial Planning, said: “It uses FCA terminology advisers use, but converts that from normal speech from a client.
“It puts that into a nice, headed format for us to lift off the document and put it straight into processes such as vulnerability assessment, fact find and back-office systems.”
Saturn confirmed that further updates are already in development, with a focus on building tools that are detail-oriented and compliant by design.
