I am interested to hear what Daniel has to say, but the editing feature in FinMate.Ai is great and the notes go directly to the CRM. You can even delete them after a month or whenever you want, so compliance should be ok with that. As for where the data is stored, if you are not using a pen and notepad then all your notes are always at risk. With all that being said, I agree that using Zoom or one of the standard note takers or AI tools would cause some compliance issues. I am not sure that a SOC2 certified company like FinMate or any of the other AI notetakers would be any different that using google keep or microsoft onenote compliance wise. The recording consent is not an issue at all. For some states it is 1 party and you don't have to disclose. If you are in a 2 party state, then there is a setting that requires them to provide consent before they are added to the meeting.