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 MoneyGuide Pro. 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.

How can we help?

Getting Started

Integrations

Smart Actions

Compliance & Security

Account & Billing