Scrybd uses AI to convert your meeting recordings and transcripts into detailed, compliant file notes in minutes, not hours.
From Recording to Documentation in Minutes
Transform your client meetings into comprehensive documentation with Scrybd's simple process.
Powerful Features Built for Financial Planners
Scrybd doesn't just transcribe — it empowers financial professionals with powerful features and automation tools to simplify documentation.
Edit, save, download, and copy content with ease, giving you complete control over your documentation.
Transform a single meeting into a full suite of documents, massively reducing admin time. Start with a Fact Find File Note and generate a Paraplanning Advice Request and a Client Summary Email to go with it.
Automate workflows by connecting with tools like Zapier, Make, and Power Automate, saving you time and effort.
Upload an audio recording, transcript, meeting minutes, or any other text for AI-powered processing.
Import recordings directly from Microsoft Teams and Zoom for instant document generation.
Your sensitive data is encrypted at rest and securely stored on Australian servers. Scrybd’s underlying platforms are SOC2-compliant, and our application undergoes independent third-party cybersecurity testing to ensure top-tier protection.
Ensure a complete and accurate file by adding important details before AI processing or refining information afterward for better results.
Transform a single meeting into a full suite of documents, massively reducing admin time. Start with a Fact Find File Note and generate a Paraplanning Advice Request and a Client Summary Email to go with it.
Edit, save, download, and copy content with ease, giving you complete control over your documentation.
Automate workflows by connecting with tools like Zapier, Make, and Power Automate, saving you time and effort.
Upload an audio recording, transcript, meeting minutes, or any other text for AI-powered processing.
Import recordings directly from Microsoft Teams and Zoom for instant document generation.
Your sensitive data is encrypted at rest and securely stored on Australian servers. Scrybd’s underlying platforms are SOC2-compliant, and our application undergoes independent third-party cybersecurity testing to ensure top-tier protection.
Ensure a complete and accurate file by adding important details before AI processing or refining information afterward for better results.
Tailored for Australian Financial Advisers
Our templates are designed specifically for the Australian financial advice industry, ensuring compliance and efficiency in your documentation process.
Can't find exactly what you need? No problem. Scrybd allows you to create custom templates tailored to your specific requirements. Our intuitive template builder lets you design and save your own templates, ensuring your documentation perfectly fits your unique workflow.
Start with a 7-day free trial. Upgrade anytime to access premium features and streamline your workflow.
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Frequently Asked Questions
Find answers to common questions about Scrybd and how it can help streamline your financial planning documentation process.