Online Meetings For Fintech and Hedge Funds


Online meetings are simply not the same as face-to-face, but we are all having to get to grips with them fast to not lose clients!


The essence of a meeting hasn’t changed.

Whether it’s face-to-face or online meetings, the latter being customary at the present time, meetings are designed for KYC purposes, to garner information, help advisers hit targets and stay compliant. The expectation that this remains the case is as certain as everything else is currently uncertain. After all, what good is a meeting if one can’t remember the details or what to do next?

Global Banking and Finance

Click here to read our feature published in the Global Banking and Finance Review about how our fintech services are helping financial professionals cross this off their growing list of concerns at present.

Taking good meeting notes from online and face-to-face meetings for financial regulatory requirements is critical.

Taking good meeting notes isn’t simply just good practice for time-saving and data quality purposes; in industries such as the financial industry in particular, they are a regulatory requirement to stay compliant (MiFID II, RDR, SM&CR, etc), even more so today with client and agent contact happening from afar through online meetings (also known as virtual meetings). They are also vital for in-house affairs and housekeeping – for instance, if employees have been furloughed, to ensure that when they return, it’s as though they have never been away. Employees also have a duty of care, as always, to their staff, to ensure they are mentally as well as physically well during this time, which means further documenting is needed.

So, what’s the best fintech solution for capturing notes from online meetings for the financial sector if professionals don’t have time to themselves but must for compliance purposes?

An ISO-accredited service like VoiceNotes that doesn’t use voice to text – not even a spellchecker, as that, too, can be reading your text. Their technology provides all the confidentiality and diligence needed to keep information safe, and the human transcription and proofreading teams ensure accuracy and ‘intelligence’ when transcribing, so the meeting notes you receive are of the highest quality when it comes to your all-important content, both factually and linguistically.

How our service works to capture meeting notes from online meetings or face-to-face meetings

Use any phone to dictate meeting notes after a face-to-face or online meeting to receive a perfect transcript back by email, fast. No technology needed.

For more details on how to use the service in practice, please click here.

Here are some further articles you may be interested in:

Tips on how to record Investment Management Committee Board Meetings

How best to capture IFA File Notes

Why sales teams love VoiceNotes

For details on how to record a meeting note for MiFID II, click here.

In July 2020, our infamous article ‘From Regulation To Recession’ was published. If you’d like to read this article, click here.

For testimonials and other banks and investment firms who use VoiceNotes, please click here.

If you would like to use our calculator to see how much time writing up your online meetings notes takes, click here.


Please get in touch with any questions or to request a free trial of our online meeting note service: / 0207 117 0066 / online form


Online Meetings