On average, advisers spend up to 3 hours a day writing up file notes. Meeting Ally gives you that time back by creating accurate, structured notes for you — so you can focus on your clients, not the admin.

Yes, absolutely. While the note taking bots are a powerful way to automate and accelerate your workflow, they’re completely optional.   You can also simply upload your own audio or video recordings, and still generate accurate and tailored file notes - you’re always in control.

No. Your data stays yours. We don’t use any client data to train our AI, and we never share it with third parties. Privacy and trust are built into everything we do.

Your data is encrypted, stored securely in Australia, and de-identified wherever possible. We also meet strict security standards including ISO 27001 accreditation.

Once your file note is created, you decide what happens next. You can choose to delete the recording automatically or keep it for future reference—it’s totally up to you.

Same deal as with recordings—you’re in control. You can keep the transcript for your records, or delete it once the note is finalised.