fintech

AI notetaking built for fintech companies

Fellow is an AI meeting assistant with the security and governance controls fintech teams need: explicit consent capture, configurable data retention, and admin-level recording policies.

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SOC 2

CERTIFICATION

Enterprise-grade security, independently verified.

GDPR

COMPLIANT

Your meeting data is protected to meet strict privacy standards.

AES-256

encryption

Your meeting data is encrypted at rest and in transit.

ZDR

Optional Zero-Day Retention

Recordings and transcripts are not retained after processing.

Built for the way fintech teams operate

External calls

Your support, onboarding, partnership, and recruiting teams capture external calls efficiently. Fellow generates summaries instantly and integrates with workflow automation tools (Slack channels, Zapier, n8n) to push recaps where they belong, so nothing falls through the cracks.

Product and engineering syncs

Cross-functional internal meetings need documented decisions and tracked action items. Fellow captures who said what, generates summaries instantly, and routes them to the channels and tools where your teams actually work.

Deal and incident response

Your incident management and deal teams need real-time documentation of critical calls without friction. Fellow's API-triggered recording capability (for integrated platforms like incident systems) and MCP integration with Claude means meeting data becomes queryable, so critical decisions and action items don't get lost in chat history or Slack threads.

Hiring interviews

Candidate interviews need auditable consent and short retention windows — and your recruiting team needs speed. Fellow logs every consent acceptance, supports external-only retention policies separate from internal recordings, and generates summaries instantly so interview feedback happens within minutes instead of days.

Intelligence and governance in one platform.

Enterprise controls for fintech teams

Standardize consent, retention, recording, and access policies across the workspace so security and compliance teams can govern Fellow at scale.



Fellow discloses recording to participants, and consent acceptances and denials are recorded in an auditable log.

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Set one workspace-wide policy with independent durations for recordings, transcripts, and AI summaries, including zero-day deletion of recordings while summaries persist.



Block recording from starting automatically when specific people or domains are on the call, and disable botless mode workspace-wide if compliance requires it.

Your team’s decisions, searchable and actionable

Decisions get made on calls, then scatter across Slack threads, Notion pages, and someone's private notes. Fellow keeps the record in one searchable place and pushes the follow-ups into the tools where work happens.



Search past meetings in plain language and get answers with speaker attribution instead of scrolling transcripts.

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Open action items surface in the next relevant meeting rather than dying in a summary nobody reopens.

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Send recaps to Slack channels, Notion, or your CRM through native integrations, Zapier, or n8n.

Bot or botless, under one set of controls

Give teams flexibility in how they record while keeping capture methods governed by workspace-wide admin policies.



Botless capture records audio through the Fellow desktop app for Mac or Windows, with no bot joining the call. Internal attendees are still notified that recording is active.



Admins set the rules. Allow both modes, or disable botless workspace-wide if your compliance team requires a visible bot on every call. Speaker attribution works the same either way.

Intelligence and governance in one platform.

Enterprise controls for fintech teams

Standardize consent, retention, recording, and access policies across the workspace so security and compliance teams can govern Fellow at scale.



Fellow discloses recording to participants, and consent acceptances and denials are recorded in an auditable log.



Set one workspace-wide policy with independent durations for recordings, transcripts, and AI summaries, including zero-day deletion of recordings while summaries persist.



Block recording from starting automatically when specific people or domains are on the call, and disable botless mode workspace-wide if compliance requires it.

Your team’s decisions, searchable and actionable



Search past meetings in plain language and get answers with speaker attribution instead of scrolling transcripts.



Open action items surface in the next relevant meeting rather than dying in a summary nobody reopens.



Send recaps to Slack channels, Notion, or your CRM through native integrations, Zapier, or n8n.

Bot or botless, under one set of controls

Give teams flexibility in how they record while keeping capture methods governed by workspace-wide admin policies.



Botless capture records audio through the Fellow desktop app for Mac or Windows, with no bot joining the call. Internal attendees are still notified that recording is active.



Admins set the rules. Allow both modes, or disable botless workspace-wide if your compliance team requires a visible bot on every call. Speaker attribution works the same either way.

Frequently Asked Questions

What is the best AI notetaker for fintech companies?



What security certifications should a fintech look for in an AI notetaker?



How do fintech teams get an AI notetaker approved by legal and security?



Does Fellow train on your meeting data?



Can you delete meeting recordings but keep the AI summaries?



Can you use an AI notetaker without a bot joining the call?



Does Fellow integrate with Claude, Slack, Salesforce, and Notion?



How does Fellow compare to Granola for a fintech company?



Frequently Asked Questions

What is the best AI notetaker for fintech companies?



What security certifications should a fintech look for in an AI notetaker?



How do fintech teams get an AI notetaker approved by legal and security?



Does Fellow train on your meeting data?



Can you delete meeting recordings but keep the AI summaries?



Can you use an AI notetaker without a bot joining the call?



Does Fellow integrate with Claude, Slack, Salesforce, and Notion?



How does Fellow compare to Granola for a fintech company?



Frequently Asked Questions

What is the best AI notetaker for fintech companies?



What security certifications should a fintech look for in an AI notetaker?



How do fintech teams get an AI notetaker approved by legal and security?



Does Fellow train on your meeting data?



Can you delete meeting recordings but keep the AI summaries?



Can you use an AI notetaker without a bot joining the call?



Does Fellow integrate with Claude, Slack, Salesforce, and Notion?



How does Fellow compare to Granola for a fintech company?



Ready to bring Fellow to your firm?

See how Fellow handles your firm's specific compliance and workflow requirements.

Request a Demo