Audit-Ready Meeting Records for Financial Institutions
Create accurate records of investment discussions, risk assessments, and client advisory meetings in Arabic and English.
Challenges Financial Institutions Face
❌ Regulatory Compliance
Need detailed records of financial advice given to clients for audits
❌ Investment Committee
Board meetings discussing portfolio decisions need accurate minutes
❌ Arabic Financial Terms
Clients use Arabic financial vocabulary, hard to capture accurately
❌ Audit Trail
Months later, auditor asks "what was discussed about this investment?"
How Notah Solves It
Financial Term Recognition
Understands Arabic financial terms (سيولة، محفظة، عائد)
Detailed Meeting Records
Word-for-word transcription for compliance documentation
Search by Investment
Find all discussions about specific securities or clients instantly
Date-Stamped Archive
Auditors can review historical meeting records with timestamps
Secure Compliance
Bank-grade encryption in audit-ready format
Real-World Example
Investment Advisor - Riyadh
Client asking about portfolio rebalancing, mix of Arabic and English discussion
Advisor's notes say "client agreed to rebalance" - later client disputes understanding risk
Full transcript showed advisor mentioned "liquidity monitoring" once casually - team addressed it proactively in report
Compliance team happy, relationship maintained
Features for Finance
Financial Terminology
Arabic and English financial vocabulary accurately captured
Compliance Records
Detailed meeting documentation ready for audits
Meeting Archive Search
Find client discussions by name or financial topic
Export for Compliance
Generate PDF records for regulatory submissions
Encrypted Storage
Meets financial sector security requirements
Audit Trail
Complete timestamped records for compliance reviews
Get Compliant Financial Records
Join financial institutions using Notah across MENA