Better conversations, documentation,
and client outcomes.

Client meetings, strategy sessions, board discussions, advisor coaching, conference takeaways - Contented records any meeting and transforms it into 50+ templated documents and assets, instantly.

Co-designed with leading wealth management and advisory firms, Contented templates match best-practice outputs for SOA, compliance reports, client records, action plans and more.

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Trusted by 200+ organisations

"Contented has been a massive positive addition to our workflow. We now can be more present with our clients, listen actively and let the conversation flow naturally, which creates better outcomes for our internal process and our clients. We now spend more time focusing on what matters for our clients."

How it works

Simply hit record,
and create magic

Record
Transform
Share

Record

Using the Contented app, record any conversation - client meetings, strategy sessions, or even your long walks on the beach. Once saved, these will automatically sync to your Contented platform, ready for you to create insights.

Transform

Transform your conversation into business-ready documentation using our expert templates. From statements of advice, family tree diagrams, decision logs, to motivation maps.

Share

Export all of your insights you have created as Word or PDF document ready to send to clients, share with your team, or file for compliance.

Powered by expert templates

We create insights for every conversation, not just client meetings

Client Facing

Statements of Advice, family trees, mind-maps (perfect for explaining complex topics to clients), client motivation maps, client follow-up emails

Internal Operations

Compliance documentation, formal board & team minutes, actions, risk matrices, SWOT analyses

Marketing and Growth

LinkedIn articles from advisor expertise, podcast episodes turned into content, case studies & client success stories

Client Follow-Up Email

Statement of Advice

Family Tree Diagram

Assets & Liabilities

Vulnerabilities Matrix

LinkedIn Article

... Along with 45+ templates

Security & privacy

Committed to security, privacy and compliance

No AI training on your data

SOC 2 compliant

Zero device storage on mobile

Custom data deletion cycles

Book a demo with the Contented team

Start creating insights with your voice today! We can show you in 30 minutes how Contented can transform your organisations' meetings and conversations into insights that drive your business forward.

Book a demo →
"Contented has been a massive positive addition to our workflow. We now can be more present with our clients, listen actively and let the conversation flow naturally, which creates better outcomes for our internal process and our clients. We now spend more time focusing on what matters for our clients."
"Contented has given our team the ability to stay on top of their workload while putting boundaries around work life balance. Everyone is fully focused on discussions now because no one is trying to keep notes at the same time. Meetings flow better, they're quicker, and the minutes are out fast so people know their action items straight away. Productivity has increased significantly across the board."
"Now we can just be in the conversation, listen, engage, and fully be there, then figure out what has to happen afterwards. That means a better conversation, every time. Contented makes communication within an organisation far more accessible, no matter who you are."
“Contented not only amplified the quality of insight, but we could transform complex data and conversations into a well structured, insight rich report. The speed, accuracy and depth of analysis was truly impressive. It delivered exactly what we needed, clarity, narrative power and actionable intelligence."
"We're up to 119 recordings in just four months and the accuracy is really, really good. We can join multiple client meetings together and it captures everything that was discussed. Even the Financial Markets Authority were impressed with how we're using Contented for record keeping"
"Contented has changed our business in the best way possible and helped me fall back in love with my job. The impact on our clarity, efficiency and consistency has been huge, and we’re excited for what’s ahead in 2026"
"There is nothing else like it... the accuracy is incredible and the information you get out of the recordings is incredibly valuable. You can focus on your conversations and building trusted relationships with clients and back it up with accurate notes to give them the details after each and every meeting!"

Clients open up when advisers put down their pens

‍Contented is there for everything: client meetings, staff meetings, strategy sessions, impromptu brainstorms.

Custom templates formatted to match Fortitude's existing templates and consistent regardless of who created them.

But the bigger change? Advisers maintain eye contact and let the discussion flow naturally. Clients share more. Meetings are richer.

Read the case study

Get in touch

Our friendly team would love to hear from you if you have any questions, ideas or comments.
hello@contentedai.com
Contented HQ,
QB Studios
235 High St,
Christchurch, New Zealand
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