Posterity Information

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