01
TRANSAI NOTE FOR FINANCIAL INSTITUTIONS
Private AI Notetaker for Financial Institutions
Keep client meetings off personal phones. Record, transcribe, and summarize with a dedicated AI device — without uploading meeting audio to the cloud.
CLEAR CLIENT MEETING NOTES
Focus on the Client. Keep the Details.
Capture who said what, key decisions, and follow-ups — all in one clear meeting record.
Who Said What
Key Decisions
Action Items
Next Steps
ON-DEVICE BY DESIGN
Keep Client Meeting Audio Off the Cloud.
TransAI Note records, transcribes, and summarizes on the device. Your firm chooses which notes to export.
No cloud audio upload. No internet required for core processing.
FROM CLIENT MEETING TO NOTES
Capture
Client Meeting
Record on a dedicated device.
Process
On-Device AI
Transcribe and summarize on the device.
Export
Approved Notes
Share only what your firm chooses.
THE PERSONAL PHONE PROBLEM
Client Conversations Deserve a Dedicated Device.
Sensitive meetings shouldn’t depend on unmanaged AI tools.
Give advisors an easier way to capture meeting notes without using personal phones.
MADE FOR FINANCIAL TEAMS
For the Meetings That Matter Most.
From client reviews to internal decisions, keep important details organized.
02
Wealth Management Meetings
03
Risk & Compliance Reviews
04
Internal Strategy Meetings
SHARED ACROSS YOUR TEAM
One Device. Multiple Team Members.
Let authorized employees share a device while keeping their meeting notes separate.
Less equipment to manage. More control over who can use it.
SHARED DEVICE. SEPARATE ACCESS.
SIGN IN
Authorized Users
Individual access for approved employees.
KEEP SEPARATE
Separate Meeting Notes
Keep each user's records separate.
SHARE
Approved Export
Export only what your firm approves.
EXTERNAL PROOF
Built. Demonstrated. Backed.
A real device, publicly demonstrated — with early market backing and independent coverage.
CES 2026
Showcased at CES 2026.
Live demonstrations of TransAI Note recording, transcribing, and summarizing meetings on-device.
Kickstarter
356%
Successfully funded.
Backed by early supporters of the TransAI Note product vision.
Independent coverage
Featured by Yahoo Finance.
TransAI Note appeared in CES 2026 coverage highlighting its on-device meeting workflow.
SEE IT IN ACTION
See a Better Way to Capture Client Meetings.
Get the Financial Brief or book a demo to see how TransAI Note could work for your firm.
Check your email:
Your Financial Institution Brief is on the way. You can also book a demo now.