Private Meeting Transcription for Financial Advisors
For advisors, meeting notes carry real obligations around SEC and FINRA recordkeeping. Cloud AI notetakers put that at risk by sending audio to third-party servers. Basil AI keeps every recording and transcript on your device.
Why advisors choose on-device transcription
- Confidential by design — nothing is uploaded, so there’s no cloud copy to breach or subpoena.
- Compliance-friendly — on-device processing supports SEC and FINRA recordkeeping obligations.
- Works anywhere — full offline transcription, even with no connection.
- You own the data — export to Apple Notes; delete anytime.
Frequently Asked Questions
Is cloud AI transcription safe for financial advisors?
Cloud notetakers send audio to third-party servers, which can conflict with SEC and FINRA recordkeeping. On-device processing keeps sensitive conversations off external servers entirely.
How does Basil AI protect SEC and FINRA recordkeeping?
Basil AI transcribes on the Apple Neural Engine, so recordings and transcripts never leave your device — there is no cloud storage, no data mining, and no training on your content.
Does it work without internet?
Yes — transcription is fully on-device, so it works completely offline.
Can I export my notes?
Yes — export transcripts and summaries to Apple Notes, and delete recordings whenever you want.
Keep Your Meetings Private with Basil AI
100% on-device processing. No cloud. No data mining. No privacy risks.
Free to try • 3-day trial for Pro features