Zero-Retention Architecture
Every competitor stores your client data on their servers. Some use it to train their models. We process it, sync it to your CRM, and permanently delete it. That's not a feature. It's the foundation.
The Data Lifecycle
Listen & Process
AI Secretary joins your meeting and processes audio in a secure, isolated environment. Data is held in ephemeral memory only.
Extract & Structure
Our patented engine identifies financial data, incomes, accounts, goals, risk profiles, and structures them into Smart Actions.
Sync to CRM
Structured data is pushed directly to your CRM fields (Redtail, Wealthbox, Orion). Your CRM is the only place data lives.
Permanent Deletion
All audio, transcripts, extracted data, and temporary files are permanently deleted. No backups. No archives. No model training. Gone.
AI Secretary vs. Everyone Else
Every competitor stores your client data on their servers. We don't.
Zero-Retention FAQ
What happens to my meeting audio?
It's processed in ephemeral memory, used to extract Smart Actions, then permanently deleted. We never save audio files.
Do you use my data to train your AI?
No. Zero. Your client data is never used to train, fine-tune, or improve our models.
Where does my data actually live?
The only place your extracted data exists is in your CRM (Redtail, Wealthbox, Orion). We are a pass-through, not a storage system.
How is this different from 'encrypted storage'?
Encryption protects data while it's stored. We eliminate storage entirely. You can't breach what doesn't exist.
Is this approach SEC/Reg S-P compliant?
Yes. Reg S-P requires safeguarding client information. Zero retention is the strongest possible safeguard, removing the data from risk entirely.
Go Deeper on Zero-Retention
The architecture explained, the risks of storage-based AI, and the compliance angle.
What Is Zero-Retention Architecture and Why It Matters for Financial Advisors
A plain-English deep-dive into the only data security model designed for advisors who can't afford third-party storage.
How AI Meeting Tools Handle Your Client Data: A Security Comparison
Side-by-side: what storage-based AI keeps, what zero-retention deletes, and what your compliance officer will actually approve.
The Hidden Compliance Risk of AI Tools That Store Your Data
SOC 2 secures stored data. It doesn't eliminate it. Why that distinction matters for RIAs under Reg S-P.
Shadow AI in Financial Advisory: What Your Compliance Officer Needs to Know
Unsanctioned AI tools are already in your firm. Here's how to surface them and what to do.
Your clients trust you. We never see their data.
Start your 14-day free trial. No credit card required.
Start Your Free Trial