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As AI notetaking becomes standard practice in financial services, the question is no longer whether to adopt it, but how to do so in a way that is secure, auditable, and compliant. In this session, the Fellow team will give AITEC members a live walkthrough of the platform and the governance model behind it. SOC 2 Type II certified and GDPR compliant, with 50+ integrations and controls designed for the standards alternative asset managers operate under every day.
AITEC Emerging Tech Series - Fellow.ai - AI notetaking without compliance risk: a live demo
Wednesday, September 16, 2026
11:00 AM - 12:00 PM (EDT)
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Event Details
Fellow is the AI meeting agent built for regulated industries. The platform records and summarizes meetings, makes them searchable, and surfaces decisions and action items, all with the firmwide controls that compliance, risk, and operations teams require. Trusted by more than 5,000 firms worldwide and used across hedge funds, private equity, and investment banks, Fellow brings meeting intelligence and governance into the same conversation.
Fellow records meetings wherever they happen, with botless capture across Zoom, Microsoft Teams, and Google Meet, and capture from a mobile device for in-person meetings. Administrators get workspace-level recording policies, configurable retention including a Zero-Day Retention option, and audit-ready logs and exports. At the user level, individuals can redact sensitive content from transcripts and pause and resume recording during a meeting. Controls for information barriers and material non-public information, plus a Super Admin API built for examination readiness, let firms adopt AI notetaking without taking on new compliance risk.
As AI notetaking becomes standard practice in financial services, the question is no longer whether to adopt it, but how to do so in a way that is secure, auditable, and compliant. In this session, the Fellow team will give AITEC members a live walkthrough of the platform and the governance model behind it. SOC 2 Type II certified and GDPR compliant, with 50+ integrations and controls designed for the standards alternative asset managers operate under every day.
For More Information:
This webinar is open to AITEC members and their invited guests. Vendors who are not sponsoring are not permitted. Members can sign up using the Register button above, and invited guests should reach out to Erin Calderon above to be added to the event.
If you are a vendor interested in sponsoring a future event, contact Erin above!