OpenAI Whisper-Powered Transcription

The platform supports both live recording and file uploads, processing audio in real-time through sophisticated noise reduction and optimization algorithms. Using OpenAI's Whisper technology with medium model accuracy, it achieves industry-leading transcription accuracy even with complex financial terminology.

  • Universal platform support: leading meeting platforms and in-person meetings
  • AES-256 encryption with end-to-end security for all recordings and transcripts
  • Advanced speaker identification through pyannote.audio's diarization capabilities
  • Real-time transcription with high accuracy using Whisper medium model
  • Automatic filler word removal while preserving critical financial details
  • Configurable recording policies to meet organizational compliance requirements

Anthropic Claude Intelligence

Leveraging Anthropic Claude, the most advanced language model from Anthropic, the service goes beyond simple transcription. It intelligently removes filler words and redundancies while preserving every critical financial detail. The system automatically extracts and categorizes important information.

  • Automatic extraction of client names, contact details, and account numbers
  • Identification of investment amounts and specific financial products discussed
  • Action item extraction with due dates and priority scoring
  • Sentiment analysis to gauge client satisfaction and meeting effectiveness
  • Compliance flag detection for SEC, FINRA, AML, and SOX requirements
  • Risk monitoring and alerting for regulatory compliance

Enterprise Integration Ecosystem

The platform seamlessly integrates with the tools financial professionals already use. Native connectors ensure that meeting insights flow directly into existing workflows without manual intervention.

  • API integration capabilities for major CRM and business systems
  • Custom field mapping with intelligent data validation and deduplication
  • Real-time bidirectional sync with conflict resolution and merge capabilities
  • Comprehensive client profile updates including contact changes and relationship mapping
  • Complete historical meeting timeline with searchable archives
  • Zapier support for integration with over 5,000 additional applications

Built for Financial Services

Purpose-built platform designed specifically for the unique needs of financial institutions, with the reliability, security, and performance your business demands.

  • Lightning-fast response times for real-time transcription
  • Scales automatically to handle your busiest periods
  • 99.9% uptime guarantee with redundant systems
  • Enterprise-grade infrastructure trusted by leading banks
  • Continuous updates and improvements without disruption
  • 24/7 monitoring and support for mission-critical operations

Uncompromising Security and Compliance

Built from the ground up with financial industry requirements in mind, the platform implements bank-level security at every layer. All data is encrypted using AES-256 at rest and TLS 1.3 in transit.

  • SOC 2 Type II, ISO 27001, and GDPR certified with annual third-party audits
  • Comprehensive FINRA, SEC, AML, and SOX compliance with automated reporting
  • Configurable data retention policies (3-7 years) to meet regulatory requirements
  • Granular role-based access controls with multi-factor authentication and session management
  • Advanced threat detection with real-time monitoring and incident response capabilities
  • On-premise deployment options with air-gapped configurations for maximum security

Performance at Scale

Designed to handle the demands of large financial institutions, our platform delivers consistent performance whether you have 10 or 10,000 users.

  • Support thousands of concurrent users without slowdowns
  • Automatically scales to meet demand during peak periods
  • Process hundreds of meetings simultaneously
  • Lightning-fast response times for real-time transcription
  • 99.9% uptime guarantee with redundant systems

Comprehensive Platform Capabilities

Feature Category Capabilities
Core Transcription Features
OpenAI Whisper Transcription high accuracy with financial terminology optimization
Anthropic Claude Analysis Intelligent extraction of account numbers, amounts, and action items
Speaker Diarization pyannote.audio for multi-speaker identification
Concurrent Users Support for numerous simultaneous users
Enterprise Integrations
CRM Systems Leading CRM platforms and financial software systems
Calendar Sync Leading calendar and enterprise calendar systems
Communication Platforms Zoom, Teams, WebEx, and phone system integration
Workflow Automation Zapier integration with 5,000+ applications
Security & Compliance
Regulatory Compliance SEC, FINRA, AML, SOX, GDPR, CCPA
Data Encryption AES-256 at rest, TLS 1.3 in transit
Data Retention Configurable 7-year retention with audit trails
Deployment Options Cloud, on-premise, and hybrid configurations
Performance & Scale
API Response Time <200ms for real-time processing
Uptime SLA exceptional availability guarantee
Request Capacity extensive API requests per minute
Daily Transcription extensive hours of concurrent processing
Support & Training
Technical Support 24/7 enterprise support with dedicated team
Onboarding White-glove setup and configuration assistance
Training Custom training sessions and documentation
Success Management Dedicated customer success manager

Transform Your Client Meetings Today

See how the Financial Transcription Service can transform your institution's approach to client meetings

Schedule Enterprise Consultation