Contented for the finance industry
Last updated: August 12, 2026
Welcome to Contented! This article is your starting point for understanding how Contented fits into your financial advice practice.
Turning conversations into clarity
Financial advice runs on conversations - discovery sessions, portfolio reviews, and ongoing advice meetings. Most of that value gets lost to hurried notes or forgotten entirely once the meeting ends.
Contented records, transcribes, and turns those conversations into the documents your practice already relies on - client profiles, family trees, follow-up emails, and more - generated in minutes, not hours.
For finance teams specifically, Contented helps you:
Stay present with clients instead of splitting attention between the conversation and the notepad
Produce consistent, accurate records of discovery sessions and advice meetings
Speed up administration - client profiles, family trees, and follow-up emails generated automatically
Capture the full financial and personal picture, including vulnerability assessments, so nothing gets missed
Free up your time by cutting the manual write-up work after every client meeting
Watch: Contented for the finance industry
This 3-minute video walks through a new client consultation scenario and shows Contented in action - from recording the conversation through to generating a client profile, family tree, email summary to client, and vulnerability assessment.
See it in action: finance case studies
Real examples of how finance and wealth practices are using Contented:
Cambridge Partners: Great client relationships aren’t built on paperwork | Contented
Fortitude: Clients open up when advisers put down their pens | Contented
Getting started
If you're brand new to Contented, check out how to get started - from logging in, recording your first conversation, and generating your first output.
📄 Getting started with Contented
Help and support
The fastest way to get support is through the Contented support widget in your Contented workspace. Search our knowledge base for answers, or chat directly with the team to ask questions and troubleshoot.