Can Wave help with compliance documentation?

Wave provides accurate transcripts and AI summaries of every client meeting, which can support your compliance record-keeping. Consult your compliance officer about your firm's specific documentation requirements.

Is my clients' financial data secure?

Wave is SOC 2 compliant with encryption at rest and in transit. Wave never uses your content to train AI models, and you retain full ownership of your recordings.

Can I record phone calls with clients?

Yes. Wave records both sides of phone calls on iPhone and Android. Always obtain required consent per your jurisdiction and firm policy.

How do I get transcripts into my CRM?

Wave lets you copy or export summaries and transcripts, which you can paste directly into any CRM or document management system.

Can multiple advisors use Wave on a team?

Yes. Each advisor has their own account with a personal searchable library. Wave is available on iOS, Android, desktop, and Chrome.

The AI Note Taker Built for Financial Advisors

Capture every client planning session, portfolio review, and compliance conversation. Wave gives you accurate transcripts and AI summaries — so you spend more time advising and less time on notes.

The problems you know too well

Compliance Documentation Takes Hours

Regulators expect thorough records of client conversations. Wave automates your meeting documentation so compliance notes are ready without manual write-ups.

Clients Forget What Was Agreed

When clients can't remember what was discussed, it creates friction and erodes trust. Wave gives you a verifiable record of every conversation.

Action Items Fall Through the Cracks

Between back-to-back client meetings, follow-ups get lost. Wave's AI summaries surface action items automatically so nothing slips.

Features

Everything you need to capture every conversation

Full Meeting Transcripts

Every word captured and attributed to the right speaker — critical for compliance reviews and client dispute resolution.

AI-Generated Summaries

Get structured summaries with decisions made, action items, and follow-up dates automatically extracted from every session.

Phone & Video Call Recording

Record client calls on iPhone and Android, plus virtual meetings on Zoom, Teams, or Google Meet via the desktop app.

Searchable Client History

Find any conversation, decision, or client commitment instantly. Search across your entire library by keyword, client name, or date.

SOC 2 Compliant Security

All recordings encrypted at rest and in transit. Wave never uses your data to train AI models. Your client data stays private.

Export for Your CRM or Files

Copy summaries into your CRM, export transcripts for your compliance folder, or share session notes directly with clients.

Perfect for

Annual financial planning reviewsPortfolio rebalancing discussionsNew client onboarding callsQuarterly performance updatesInsurance and estate planning sessionsCompliance documentation meetings

FAQs

Common questions

All The Ways to Wave: Every Device, Every Scenario, One App

The complete guide to recording with Wave — iPhone, Android, Apple Watch, Desktop, Chrome Extension, Meeting Bots, Phone Calls, Web App, and Import. Every way to capture, transcribe, and summarize your conversations.

The AI Note Taker Built for Financial Advisors

The problems you know too well

Compliance Documentation Takes Hours

Clients Forget What Was Agreed

Action Items Fall Through the Cracks

Everything you need to capture every conversation

Full Meeting Transcripts

AI-Generated Summaries

Phone & Video Call Recording

Searchable Client History

SOC 2 Compliant Security

Export for Your CRM or Files

Perfect for

Common questions

Related articles

All The Ways to Wave: Every Device, Every Scenario, One App

Related use cases

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