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 2025, 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:
[Our recommendation] Record via your meeting platform (Zoom, Microsoft Teams, Google Meet).
[Less recommended] Invite a bot as a meeting participant and let the bot record.
[Not recommended] Record your device's audio stream directly.
Although we recommend recording with your platform (Zoom, Google Meet, Microsoft Teams), you can learn how to schedule bot recordings in Vega here.
We have opted to directly integrate with Zoom, Google Meet, and Microsoft Teams to overcome the need for meeting bots, like the ones used by other meeting assistant providers, for two reasons:
First, meeting bots are vulnerable and malicious third parties might compromise your meetings more easily.
Second, as they take space within the frame, they also worsen your and your client's experience.
Third, meeting bots don't allow the advisor to pause the recording in case the client wants some part of the conversation to be kept 100% private.
As advisors ourselves, we prefer to record meetings using the native features of Zoom, Meet and Teams. We have found that clients tend to prefer that over bots too.
Here is how it works:
You start your meeting in Zoom, Google Meet and Microsoft Teams, and record it to the cloud.
We rely on Zoom, Google Meet and Microsoft Teams to generate an accurate transcript. The time for transcription generation may vary from a couple of minutes to a few hours and is about five minutes on average.
Once the meeting transcript is generated, Vega retrieves it from your Zoom Cloud, Google Drive and OneDrive.
Vega will create meetings notes and evaluate if tasks need to be created and contact updates made. To offer the best meeting analysis possible, Vega leverages the meeting transcript as well as your Centralized Knowledge™.
You will be notified via email once the meeting notes are completed and tasks and contact update suggestions formulated.
It all happens in the background without you having to take any action besides starting a meeting recording as described below.