Purpose-built transcription platform for large investment firms handling multi-hour client meetings. Powered by OpenAI Whisper and Anthropic Claude with comprehensive compliance
Enterprise-grade transcription designed for the unique challenges of investment advisory
Process extensive hours of daily concurrent transcription with OpenAI Whisper technology achieving high accuracy for financial terminology.
Anthropic Claude automatically extracts account numbers, investment amounts, action items with due dates, and compliance requirements.
Support thousands of concurrent users with extensive request capacity per minute. Multi-AZ deployment ensures enterprise-grade uptime SLA for mission-critical operations.
Built-in SEC, FINRA, AML, and SOX compliance with 7-year data retention. Comprehensive audit trails and recording consent management.
Comprehensive platform combining multiple AI technologies for investment firms
See how large investment firms leverage the Financial Transcription Service
Coordinate complex multi-generational wealth strategies with sophisticated tracking and reporting.
Document family constitution discussions, governance structures, and next-generation wealth education programs.
Track investment decisions, asset allocation changes, and alternative investment evaluations across the family office.
Capture giving strategies, foundation governance, and impact measurement discussions with family members.
Deliver white-glove banking services with comprehensive relationship management and personalized wealth solutions.
Document high-net-worth client discussions, credit facilities, and bespoke financial solutions.
Capture complex estate planning conversations, trust administration, and multi-generational wealth transfer strategies.
Track personalized investment strategies, alternative investments, and sophisticated portfolio construction.
Navigate complex estate planning scenarios with detailed documentation and comprehensive family coordination.
Document complex family dynamics, tax strategies, and multi-jurisdictional estate structures.
Track beneficiary meetings, distribution decisions, and trustee governance discussions.
Capture strategies for wealth transfer across generations while minimizing tax implications.
Streamline investment decision-making with detailed documentation of committee deliberations and strategic decisions.
Document strategic asset allocation changes, rebalancing decisions, and market outlook discussions.
Track due diligence processes, manager evaluations, and investment mandate decisions.
Capture risk assessment discussions, stress testing results, and portfolio protection strategies.
See how much your wealth management practice could save with MeetingMint
API integration capabilities with investment management platforms
Join large investment firms using the Financial Transcription Service