Trusted by 250+ organisations
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The problem
Your client meeting was great. What comes next is not.
01
Notes, notes and more notes.
Someone took them; hopefully you can decipher them. It’ll take hours to sort the follow up, records, and financial plan.
02
Consistency is critical, but hard.
Everyone documents differently. In back-to-back meetings, standards can slip. Inconsistencies put compliance at risk.
03
Details (opportunities) get lost.
When you're focused on notes, you're not present for what's being said: goals, concerns, nuance.
How it works
Polished documents from recorded meetings, ready in minutes.
Capture conversations in-person, online or on the move. Select from 50+ expert templates to create tailored documents ready to export and share.
Built with financial services experts, not adapted for them.
Advice-ready documents.
Structured file notes, client preferences, family trees and follow-up emails are automatically produced and exported in a consistent format.
Compliance-ready records.
Documentation can be formatted to regulatory requirements. Templates include SOA, AML checklist and vulnerability assessment.
Built for your workflows.
Team plans are tailored to your firm. Custom templates, vocabulary, currency and brand are built off your best documentation and advice.
Usage-based pricing.
Forget per-seat pricing. Contented can be used across your whole company: leadership, HR, corporate services and finance.
Better outcomes for your team and your clients.
When documentation takes care of itself, discussion flows naturally, relationships deepen, and the advice that follows is better for it.
Every record is consistent, structured and built to your regulatory requirements. Documentation holds up because it wasn’t up to memory or manual effort.
The real value isn't only in the documentation, it's in what happens when documenting is no longer the focus.
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Security & privacy
Your data is secure.
Contented is built for sensitive conversations. We are SOC 2 Type 1 compliant and meet enterprise-grade security standards. We never train on your data or store recordings in our apps.
FAQs
Can’t find the answer you’re after?
Reach out to us and we’ll get back to you.
Yes. The Contented app lets you record any conversation directly from your phone or computer. No bots needed in the meeting. It also works offline, so you can capture meetings in locations without reliable signal and the recording will upload automatically when you're back online.
Yes. You can share conversations directly with individual team members or groups within your workspace. Recipients can view the conversation and generate their own documents and insights from it. You can also share with full permission, so others can edit and manage the recording. What you create can be downloaded to share as a document or CSV.
Yes, on team plans. We build custom templates that match your organisation's existing formats, branding and terminology. Every document Contented produces is then consistent with what your team already uses, regardless of who created it.
No. Contented only works with what’s within the recording. It applies structured templates to your transcript rather than generating text from scratch, so there's no room for fabrication. Every output traces back to a speaker or timestamp, and you review and finalise everything before it leaves your team.
Yes. Contented is used by financial advice firms, law firms, and accounting practices to produce compliant, audit-ready records from client meetings. Industry-specific templates are co-designed with practitioners and structured to meet documentation standards. Custom templates can be built to match your firm's exact compliance format.