Advanced Financial Transcription Capabilities

Purpose-built for banks and investment firms handling multi-hour client meetings

Whisper-Powered Transcription

Leveraging OpenAI's Whisper technology for industry-leading transcription of complex financial terminology with exceptional accuracy

OpenAI Whisper

Anthropic Claude Intelligence

Using Anthropic's most advanced language model to intelligently extract account numbers, investment amounts, compliance flags, and analyze sentiment for client satisfaction

Anthropic Claude

Enterprise CRM Integration

Native connectors for leading CRM platforms including Salesforce, Wealthbox, Redtail, Microsoft Dynamics 365, and HubSpot with Zapier support for extensive additional applications

Extensive integrations

Speaker Diarization

Advanced speaker identification through pyannote.audio's diarization capabilities, making it easy to follow multi-party financial conversations

Multi-speaker tracking

Regulatory Compliance

Built-in features for SEC, FINRA, GDPR, CCPA, AML, and SOX compliance with 7-year data retention and comprehensive audit trails

Full compliance

Enterprise Performance

Handle extensive concurrent users and high-volume requests with fast API response times and exceptional uptime SLA capability

Enterprise scale

Seamless Integration into Your Workflow

Start transforming your practice in minutes

1

Quick Setup

Connect MeetingMint to your existing CRM, calendar, and meeting platforms with our simple integration wizard

5-minute setup No IT required
2

Conduct Meetings Naturally

MeetingMint captures everything while you focus entirely on your client relationship

Invisible AI Real-time capture
3

Automated Excellence

Within minutes, receive comprehensive transcripts, updated CRM records, scheduled tasks, and strategic client insights

Instant results AI insights

The Financial Transcription Service

A comprehensive meeting intelligence system that addresses the unique challenges faced by financial professionals in banks and large investment firms.

The Problem We Solve

Financial advisors and wealth managers spend countless hours in client meetings, struggling to balance active listening with detailed note-taking. Critical information can be missed, action items forgotten, and compliance requirements overlooked.

Our Technology

Powered by advanced AI from OpenAI and Anthropic, built on enterprise-grade cloud infrastructure designed for the highest levels of security, reliability, and performance that financial institutions demand.

The result is a practice that operates more efficiently while providing superior client experiences and stronger relationships.

Enterprise-Grade Platform

Built for the demanding requirements of financial institutions with bank-level security, guaranteed uptime, and seamless scalability.

Reliable & Scalable

Cloud-based platform that automatically scales to meet your needs, with guaranteed 99.9% uptime and instant capacity for peak usage periods.

Bank-Level Security

Military-grade encryption for all data, continuous security monitoring, and comprehensive threat protection that exceeds financial industry standards.

AI Technology Stack

OpenAI's Whisper for transcription, Anthropic Claude for analysis, pyannote.audio for speaker diarization, all optimized for financial terminology.

Enterprise Integration

API integration capabilities for CRM systems, calendar applications, and workflow automation tools to enhance your existing technology stack.

Performance Metrics

Support for extensive concurrent users, high-volume requests, substantial daily concurrent transcription with fast API response times.

Cost-Effective Solution

Transparent pricing with no hidden fees. Enterprise-grade platform at a fraction of the cost of building in-house solutions, with immediate ROI through time savings.