AI meeting-note tools have spread through advice firms faster than the policies covering them. Recording a client meeting, processing it through a third party and storing the output raises questions that predate AI but become sharper with it.
This matters because client consent, data location, retention and accuracy checking all sit with the firm regardless of what the tool's marketing says.
Questions to open the discussion:
- What consent process do you use before recording a client meeting?
- How do you check the output before it reaches the file?
- Which governance questions did you find hardest to answer when adopting a tool?
Please describe your own approach rather than presenting it as a compliance standard for others.
Adviser Forum publishes prompts like this to open professional discussion, not to set out a position. Contributions carrying practical detail are the most valuable, provided they contain no client information, no regulated advice and no confidential material belonging to your firm or a third party.