How does local PII removal work in Meeting Notes Pro?

When an advisor records a client meeting, the recording stays on their device. The transcript is generated locally, and a PII detection engine identifies client names, account numbers, and other personally identifiable information and removes it on the advisor's computer. Only the sanitised transcript, with all personal information already stripped out, is sent for AI processing. The original recording never leaves the advisor's device.

What happens during a CIRO compliance audit?

One advisor using Meeting Notes Pro has already been through a CIRO compliance audit. The auditor reviewed the process and the meeting notes generated and responded positively. What the auditor specifically valued was the consistency across all meeting documentation. Meeting Notes Pro generates notes in a consistent format for each advisor, which addresses a common audit concern.

How does personalisation work?

Each advisor's Meeting Notes Pro instance is configured to their specific requirements. Meeting summaries are produced in the format each advisor actually uses, not a generic template. Client follow-up emails are written in the advisor's own voice and writing style. This personalisation develops through the onboarding process and ongoing use, so the tool works the way each advisor works.

What does "Early Access" mean?

Meeting Notes Pro is currently in its Early Access period. Advisors can try the full product at no cost. Early Access is also a listening period, where advisor feedback helps refine the product so it properly serves the way each person actually works. There is no time pressure. The Early Access period continues as long as it needs to.

What is the infrastructure behind Meeting Notes Pro?

Meeting Notes Pro is built on AWS, which maintains ISO 27001 and SOC 2 certifications and has been assessed by the Canadian Centre for Cyber Security. AI processing is powered by Claude Opus via AWS Bedrock with no data retention policies. Data at rest remains in Canada, in AWS's ca-central-1 region.

How can I learn more or get started?

Visit the [How It Works](/product/how-it-works/) page to learn more about Meeting Notes Pro. If the story resonated with your situation, [try Meeting Notes Pro](/try). No commitment, no countdown. Just a conversation about whether this might be the right fit for your practice.

AI Financial Advisors Meeting Notes Pro Compliance Canada

How One Conversation Became Meeting Notes Pro

From one advisor's frustration with ChatGPT to a compliance-first meeting notes tool built from the ground up for Canadian financial advisors.

Sandy

February 12, 2026

16 min read

TL;DR

Meeting Notes Pro started when a financial advisor friend showed me how he was scrubbing client names from transcripts and uploading them to ChatGPT for meeting summaries. The output was inaccurate, the process violated Canadian privacy regulations, and the time savings evaporated during editing. That conversation revealed a gap between what advisors needed and what existing AI tools could safely provide.

Sandy

Developer & Founder, Northern Catalyst

Building tools for Canadian financial advisors

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