Stuck in Endless Manual Meeting Notes and Compliance Headaches?
You’re investing time, expertise, and effort—but critical details still slip through the cracks. Regulatory demands keep rising, documentation piles up, and your team struggles to keep pace. Let’s pinpoint what’s holding you back and reveal a smarter, secure way forward.
Wealth-Advisory Sessions
Advisors juggle complex regulations, detailed note-taking, and relationship management—often in a single hour.
KaraX.ai Value:
- Real-time wealth management meeting transcription with summaries pushed to CRM and portfolio systems.
- Entity recognition for tickers, policy numbers, and investment vehicles.
- Secure share-outs for client review without exposing full audio.
- Audit-ready logs that satisfy SEC Reg BI & FINRA retention rules.
Loan & Credit Boards
Lengthy deliberations, fragmented notes, and tight turnaround times increase credit risk.
KaraX.ai Value:
- Instant loan committee minutes software that links approvals, denials, and conditions to context.
- Automated task routing to underwriting & operations systems.
- Numeric extraction for loan amounts, rates, covenants—accelerating credit models.
- Timestamped evidence supports internal audits and Basel III documentation.
Risk & Compliance Committees
Every missed action item can become a multi-million-dollar penalty.
KaraX.ai Value:
- Auto-generated risk committee minutes with speaker attribution and decision tracking.
- Keyword alerts flag terms like 'KYC breach' or 'AML incident' for instant follow-up.
- Immutable audit trail stored in encrypted, WORM-compliant format.
- Cross-meeting search to surface prior discussions in seconds for regulators.
Chartered Accounting & Consulting Services
CAs and accounting consultants lead high-stakes meetings on audits, tax strategies, IFRS/GAAP compliance, and financial statements—where incomplete notes can trigger misstatements and disputes.
KaraX.ai Value:
- Chartered accounting meeting transcription auto-classifies agenda items (e.g., revenue recognition, transfer pricing).
- Template-based working papers: export structured minutes into audit formats.
- Regulation-aware redaction to hide sensitive figures before sharing.
- Task & issue tracking with integrations to CaseWare, CCH, and other suites.
Why KaraX.ai for Financial Services?
From capturing attention to closing deals, KaraX.ai is the all-in-one platform that helps you generate, qualify, and convert leads without the usual friction.
Purpose-built meeting intelligence for financial services
Give clients your full attention while ensuring perfect documentation.
Encryption & compliance that stands up to audits.
Secure AI meeting notes for finance, tuned for regulations
Fast deployment with minimal training required
Works with your existing CRM, compliance, and portfolio management systems.
Works perfectly with your mobile app. Get your summary handy
Frequently Asked Questions
Your most common questions about security, integration, and compliance, answered.
Our compliance meeting recorder ensures audit-ready records, encrypted storage, and keyword monitoring for KYC, AML, and other regulatory terms.