AI notetaking has become widely adopted across the business world since 2023. In this article, we walk through our recommended, compliance-aligned approach for professionals in the financial services sector.
As of 2026, three platforms owned 70% of the virtual meetings market share: Zoom (30%), Microsoft Teams (20%), and Google Meet (20%). If you meet with clients, colleagues, or professional partners and COIs online, you're likely very familiar with those virtual rooms.
But before you start using AI for notetaking, you must first decide how you prefer your voice and the voices of other participants to be captured for a transcript to be generated and then processed by your AI.
You have three options:
[Recommended] Invite a recording bot to join the meeting.
[Recommended] Record directly using your meeting platform (Zoom, Microsoft Teams, Google Meet).
[Not recommended] Record your device's audio stream directly.
Below are our thoughts on each of our two recommended approaches.
Vega recording bot
We generally recommend using the Vega recording bot because it provides the most seamless experience within Vega.
Benefits include:
Faster processing, since Vega hosts and processes the recording directly.
A clear visual indication to meeting participants that AI notetaking is taking place.
A consistent recording experience across supported meeting platforms.
Platform recording (Zoom, Microsoft Teams, Google Meet)
Recording directly through your meeting platform is also an excellent option and may be preferable in some situations.
Benefits include:
Some clients prefer not to have a third-party participant join their meetings.
Most meeting platforms allow you to pause or stop the recording if a client asks for part of the discussion to remain off the record.
The recording experience is familiar to advisors who already use their platform’s built-in recording capabilities.