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Financial Transcription for Banks

Purpose-built transcription platform for banks handling multi-hour client meetings. Powered by OpenAI Whisper and Anthropic Claude with comprehensive compliance features

Built for Banking Challenges

We understand the unique pressures facing modern banks

Regulatory Compliance

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

Data Security

AES-256 encryption, TLS 1.3 in transit, SOC 2 Type II and ISO 27001 certified. Multi-AZ deployment with enterprise-grade uptime SLA.

Operational Efficiency

Reduce administrative burden by 70% with automated meeting documentation, task assignment, and follow-up scheduling.

Client Experience

Deliver personalized service at scale with AI-powered insights and recommendations based on client history and preferences.

Compliance-First Architecture

Every feature designed with banking regulations in mind

  • SEC Rule 17a-4 recordkeeping with 7-year retention
  • AML transaction monitoring and suspicious activity reporting
  • SOX compliance with internal controls
  • Recording consent management for all jurisdictions
  • GDPR and CCPA privacy compliance built-in
Explore Compliance Features
Compliance Dashboard
KYC Documentation: Complete
100%
Risk Assessment: Updated
Current
Suitability Check: Passed
Verified
Regulatory Filing: Automated
Active

Banking Use Cases

See how leading banks use MeetingMint across departments

Private Banking & Wealth Advisory

Elevate your high-net-worth client experience with personalized insights and seamless relationship management.

Estate Planning Sessions

Capture complex family dynamics and multi-generational wealth transfer discussions with perfect accuracy.

Portfolio Reviews

Automatically track investment preferences, risk tolerance changes, and rebalancing recommendations.

Client Onboarding

Streamline KYC processes and capture all required documentation in a single meeting.

Commercial Banking Solutions

Enhance your commercial banking relationships with comprehensive meeting intelligence and automated documentation.

Business Loan Applications

Streamline complex loan discussions and automatically capture financial requirements, collateral details, and approval conditions.

Treasury Management

Document cash flow discussions, risk management strategies, and implement automated follow-up for treasury services.

Credit Reviews

Maintain comprehensive records of credit discussions, covenant negotiations, and renewal terms with complete accuracy.

Investment Banking Operations

Manage complex transactions and client relationships with institutional-grade meeting intelligence.

Deal Negotiations

Capture intricate M&A discussions, due diligence findings, and transaction structuring details with precision.

Capital Markets

Document IPO roadshows, debt issuance meetings, and investor communications with complete regulatory compliance.

Client Pitches

Track pitch outcomes, client feedback, and follow-up requirements to optimize conversion rates and relationship management.

Retail Banking Enhancement

Transform retail customer interactions with AI-powered insights and automated relationship management.

Mortgage Consultations

Streamline home loan applications by capturing financial details, property information, and approval requirements automatically.

Financial Planning

Document personal financial goals, investment preferences, and retirement planning strategies with complete accuracy.

Product Cross-Selling

Identify and track cross-selling opportunities through intelligent analysis of customer needs and financial situations.

Calculate Your ROI

See how much your bank could save with MeetingMint

Estimated Annual Savings

Time Saved 58,500 hours
Cost Savings Substantial savings
ROI Strong ROI

Enterprise Banking Integrations

API integration capabilities with your banking technology stack

View All Integrations

Transform Your Bank's Client Meetings

Join leading banks using the Financial Transcription Service