Regulators expect thorough records of client conversations. Wave automates your meeting documentation so compliance notes are ready without manual write-ups.
When clients can't remember what was discussed, it creates friction and erodes trust. Wave gives you a verifiable record of every conversation.
Between back-to-back client meetings, follow-ups get lost. Wave's AI summaries surface action items automatically so nothing slips.
Every word captured and attributed to the right speaker — critical for compliance reviews and client dispute resolution.
Get structured summaries with decisions made, action items, and follow-up dates automatically extracted from every session.
Record client calls on iPhone and Android, plus virtual meetings on Zoom, Teams, or Google Meet via the desktop app.
Find any conversation, decision, or client commitment instantly. Search across your entire library by keyword, client name, or date.
All recordings encrypted at rest and in transit. Wave never uses your data to train AI models. Your client data stays private.
Copy summaries into your CRM, export transcripts for your compliance folder, or share session notes directly with clients.
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