Question 1

What exactly is "zero retention"?

Accepted Answer

Zero retention means we permanently delete all client data — audio, transcripts, extracted data — from our servers immediately after syncing it to your CRM. No archives, no backups, no training data. Once it's in your CRM, it's gone from ours forever.

Question 2

How is AI Secretary different from other AI meeting tools?

Accepted Answer

The biggest difference is our Zero-Retention Architecture. Competitors store your client conversations on their servers to train their models. We delete everything. We also offer variable-specific data extraction — we auto-populate specific CRM fields like incomes, account values, and risk tolerance instead of just dropping text summaries.

Question 3

What are Smart Actions?

Accepted Answer

Smart Actions are specific financial data points extracted from meetings: incomes, account values, risk tolerance changes, goals, life events, and compliance triggers. Instead of reading transcripts, you get structured data ready to push to your CRM in one click.

Question 4

Which CRMs do you integrate with?

Accepted Answer

Currently: Redtail, Wealthbox, and Orion. Coming soon: Salesforce, eMoney, RightCapital, IncomeLab, and Altruist. Use a different CRM? We'll custom-build the integration.

Question 5

Is AI Secretary SEC and Reg S-P compliant?

Accepted Answer

Yes. AI Secretary generates case notes meeting SEC recordkeeping standards and Regulation S-P privacy requirements. Our zero-retention model means there's no stored client data that could be compromised — exceeding what most compliance officers require. No separate application or certification is needed.

Question 6

Do I need to record my meetings?

Accepted Answer

No. Beyond live Zoom, Google Meet, and Teams calls, you can also upload audio recordings from in-person meetings. AI Secretary processes them the same way — transcription, Smart Action extraction, and CRM sync. Then everything is deleted.

Insights for Modern Advisors

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