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Phil Teale

Phil Teale

Director of Teale Pen & Pixel, building AI-powered marketing and n8n automation for UK financial advice firms, and author of The Consolidation Wave.

Sep 28, 2026

TomHOST
10:29
Give me some examples of some common workflows that you would build for an advice firm, like the bread and butter use cases.
10:38
So one that a lot of people are asking about at the moment is a meeting note taker.
10:44
So there are advisor texts that you can sign up for, which will give you a note taker, but they can be quite costly.
10:53
So I recently learned as well, one of them quite significantly put up its prices and these charge per advisor per month.
11:02
So if you've got three or four advisors in your business, that's going to add up very quickly.
11:06
So one workflow that I've been working on is an NA10 meeting note taker.
11:13
And the wonderful thing about NA10 is that you can call the services directly that a lot of these advisor techs are actually using under the hood.

10 MINS LATER

TomHOST
20:58
Have you got any ideas of some use cases that financial planning firms could use the chatbots for? But whether that's front of office or actually back office weirdly people think of a chatbot only as front office but i can certainly think of some good back office uses

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