Designing NotetakerAI
AI notetaker for Wealth Managers
Client: Jiffy.AI
Role: Human<>AI interaction consultant
BRIEF
Providing expertise on Human-AI interaction
As part of their AI solutions for Wealth Managers Jiffy.AI wanted to develop an AI-powered Notetaker to 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.
BACKGROUND
The importance of trust for Wealth Managers
Wealth Managers conversations with their clients are high stakes. They are licensed and must comply with regulation. The discussion deals with complex numbers, time frames, family dynamics and human emotion. Handing over an aspect of their work to automation takes a huge amount of trust.
The core design tenet:
Built trust through control
A user feeling in control is essential in any AI interaction. But for wealth managers this is a fiduciary concern.
A wealth manager must feel in control. as they are accountable for the outcomes.
Control can be maintained at each step – before the meeting, during, and after.
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.
A chance to add context
Providing agency looks like allowing Wealth Managers to select summary templates or add extra context to steer the LLM before any summarisation. The template defines the prompt, and any additional context is injected in.
This ensures advisers never feel constrained by automation and keeps the system flexible as practices evolve.
DURING THE MEETING
Minimal distraction
The focus in this moment is on human connection. A simple recording interface, live transcript hidden unless requested, and ability to see which topics remain.
AFTER THE MEETING
Summary and actions
After the meeting, summary is produced as per the wealth managers preference and actions are extracted. Full transcript is viewable.
Wealth manager reviews, can refine, and signs off
Adjustments for accuracy and to improve summaries in the future. The adviser remains the author of the record.
Outcomes
The proposals were integrated into the AI Notetaker build and are part of Jiffy.AIs platform, shaping how AI supports Wealth managers in daily client meetings.
reclaimed for client engagement
50%
Productivity boost for advisors
Up to 40%
reduction in time spent on admin
30%
increase in client capacity