AI Meeting Assistant for Financial Services
Transform client meetings into compliant documentation with AI-powered transcription. Ensure SEC & FINRA compliance with local processing and complete data sovereignty. Perfect for financial advisors and wealth managers.
Free & Open Source • SEC Compliant • FINRA Ready • Local Processing
SEC & FINRA Compliant Documentation
Transform financial meetings into compliant documentation with automated record-keeping and complete data sovereignty. Perfect for financial advisors and wealth managers.
Regulatory Compliance
Built-in compliance with SEC Rule 17a-4, FINRA record-keeping requirements, and other financial regulations. Automatic audit trails and retention policies.
Financial Privacy
Bank-grade security with AES-256 encryption at rest and in transit. Zero-knowledge architecture ensures complete client confidentiality protection.
Financial Intelligence
AI trained on financial terminology and investment discussions for superior accuracy. Automatic risk assessment and compliance flagging.
Trusted by Financial Professionals
Join financial advisors who protect client confidentiality with Meetily
How It Works
From client meetings to compliant documentation in three simple steps
1. Record Meeting
Meetily securely records your client meetings and transcribes discussions in real-time.
2. Local Processing
AI processes everything locally, ensuring complete SEC & FINRA compliance.
3. Compliant Documentation
Structured documentation is created with financial terminology recognition and compliance checks.
Choose Your Plan
From individual advisors to enterprise financial teams
Community
100% local transcription with SEC & FINRA compliance-ready privacy for individual advisors.
- Real-time transcription
- AI-powered summaries
- Basic sharing (Copy)
- Recordings saved locally
- More accurate models
- Custom summary templates
- Auto-detect and join meetings
- Speaker identification
- Calendar integration
Pro
Enhanced accuracy with compliance features for financial professionals.
- Real-time transcription
- AI-powered summaries
- Advanced Export Options (PDF, DOCX, Markdown)
- Recordings saved locally
- More accurate models
- Custom summary templates
- Auto-detect and join meetings
- Chat with your meetings*
- Speaker identification*
- Calendar integration*
Organizations
SEC & FINRA compliant self-hosted deployment for financial institutions.
- Everything in Pro
- Self-hosted deployment
- Admin dashboard
- Team management & analytics
- SSO & SAML authentication
- Custom compliance frameworks
- White-glove deployment
- Priority 24/7 support
- Custom integrations
Frequently Asked Questions
Common questions about Meetily's SEC & FINRA compliance, financial data protection, and regulatory features
⚡ Protect Your Client Communications Now
Don't risk your client data. Deploy a truly private, SEC & FINRA-compliant solution with complete data sovereignty today.
✅ SEC Compliant • ✅ FINRA Ready • ✅ Your Infrastructure • ✅ Full Customization