Figen AI, a French startup specializing in artificial intelligence applied to finance and savings, unveils its latest innovation and announces the official launch of its tool, a smart recorder designed to capture, transcribe and automatically structure discovery and client follow-up conversations.
Developed and designed for wealth managers, the tool relies on AI agents trained on wealth-management vocabulary and works both in-person and via videoconference. All data and AI processing are hosted in Europe.
“A wealth manager typically spends 20 to 30 minutes writing their report, then as much time updating their CRM. Based on 15 appointments per week, that represents nearly 10 to 15 hours per month absorbed by data entry. This time is necessary to ensure compliance and quality of follow-up, but it mechanically reduces the time available for strategic analysis and client relations. Our goal is not to replace the advisor, but to automatically structure the information from the meeting in order to significantly reduce this administrative burden. A specialized AI, trained on wealth-management vocabulary and integrated into the CRM, makes it possible to transform a conversation into exploitable data in a few minutes, without compromising regulatory rigor.”
— Vincent Aurez, President of Figen AI
Tested and available within the platform, the tool is already used by wealth professionals and has also been deployed at major industry events such as Patrimonia and Next Gen Patrimoine…
A professional recorder that automatically structures every meeting
The Figen AI recorder has been trained on the specific vocabulary of the profession: beneficiary clause, usufruct/co-ownership split, capitalization contract, private equity, life insurance, SCPI...
Unlike generalist solutions, the recorder does more than transcribe: it understands and structures exchanges to make them immediately actionable. Usable in-person or via videoconference (Zoom, Google Meet, Microsoft Teams, Livestorm), the tool generates at the end of each meeting:
- structured data (key points, decisions, next steps)
- a concise report exportable to PDF or Word
Three modes, zero data entry and automated CRM update
The Recorder adapts to different types of appointments:
- Open meeting: structuring internal or partner exchanges, without linking to a client.
- New client: automatic creation of a CRM record after the first interview.
- Existing client: comparison of collected information with already recorded data and suggestions for updates.
At the end of each meeting, the tool identifies elements likely to update the client profile (income changes, changes in family situation, new acquisitions) and submits them for validation. The goal is to limit re-entry and make data updates more reliable.
The Recorder can also integrate with various aggregation platforms to ensure continuity of information within the advisor’s work ecosystem.
Data security and sovereignty
Managing wealth information requires a high level of security and compliance. Figen AI guarantees:
- Data hosting in France
- Servers located in Europe
- GDPR compliance
- Respect for CNIL obligations
- AMF requirements integrated
Figen AI does not retain any audio files. Recordings are used only to generate structured deliverables, without durable storage of audio files.
A solution already integrated into major wealth industry events
Patrimonia, which brings together nearly 8,000 wealth professionals each year, and Next Gen Patrimoine, a fair dedicated to the new generation of wealth advisors, have chosen Figen AI to integrate the solution into their setup and allow participants to discover the Recorder in an operational setting.
Club Patrimoine, a media outlet specialized in the profession, also relies on this technology to structure and enhance its content.
About Figen AI
Figen AI is a French fintech specializing in domain-specific AI applied to wealth management. Its AI agents are deployed on an online platform and can be integrated directly into partner tools or internal business software.
Its AI agents assist professionals in preparing wealth assessments, detecting tax opportunities, drafting compliant documents, or analyzing SCPIs. The platform stands out with a proprietary multi-agent model that integrates via API with existing solutions.
