Designing IFA Notetaker
Building trust in AI meeting assistants through control and transparency
Client: Jiffy.AI
Role: Human<>AI interaction consultant
Providing expertise on human–AI interaction
As part of their AI solutions for Wealth Managers Jiffy.AI were developing a AI-powered Notetaker. The Notetaker would enable managers to be more present with their clients. My experience in Human Computer Interaction for AI systems meant I could provide some principles and feature suggestions for their build.
The core design tenet: Agency
Agency and a sense of ownership are essential in any AI interaction; without them, users risk disillusionment or complacency. For wealth managers this is a fiduciary concern.
An AI notetaker sits in the room listening, summarising, and extracting actions. Those functions can subtly erode an adviser’s sense of control, especially if the system ever misinterprets a comment or surfaces actions that weren’t requested. The key is not assuming this won’t happen, but ensuring advisers can immediately intervene: review, correct, delete, or re-frame anything the AI produces.
Agency is created through easy course correction. The goal is to ensure the adviser remains the author of the record.
BEFORE THE MEETING
Pre-meeting briefs
I proposed that as well as summarising the meeting, the tool could provide pre-meeting briefs based on past interactions and client context.
BEFORE THE MEETING
Provide ability to steer the LLM
Ensuring accuracy, agency, and future-proofing means allowing Wealth Managers to add summary templates or extra context before any summarisation.
This ensures advisers never feel constrained by automation and keeps the system flexible as practices evolve.
DURING THE CALL
Minimal distraction during the meeting
Nudges only if needed.
AFTER THE MEETING
Ensure the user can refine the outputs
A frequent criticism of AI is that it can seem like a black box: input goes in, output comes out, and the mechanisms that lead to that output are unknown and therefore the output is in doubt.
Outcomes
Concepts are part of Jiffy.AIs platform, shaping how AI supports Wealth managers in daily client meetings.