PlatformNotes
Every meeting structured and compliant
Compliant AI notetaking that safely turns meetings into reusable context for your firm.
Built for highly-regulated financial institutions
Automated meeting notes
Get detailed notes, action items, and tailored summaries instantly after every meeting.
Configured to your policies
Sophisticated controls across retention, consent, meeting restrictions, sensitive-content review, and MNPI guardrails let firms configure Notes around their own policies and deploy it safely at scale.
Financial know-how, baked in
Leverage configurable templates and finance-specific terminology recognition to capture notes the way your teams actually take them.
Connected to your ecosystem
Connect natively with financial CRMs and the projects your teams are already running in Rogo, so meeting context flows neatly into day-to-day work.
See all integrationsMeeting intelligence everywhere you work
Act on every follow-up
Agents prepare meeting briefings and execute follow-ups to advance work autonomously.
Enrich context with meeting insights
Automatically capture and enrich context on the people, companies, and deals you work with.
Keep your team in the loop
Create and share meeting notes so teammates and agents always work from the same context.
Compliant. Configurable. Secure.
Built for regulated financial institutions
Developed with regulatory experts to meet your legal, compliance, and infosec requirements.
Granular compliance controls
Set flagging, redaction, retention, restrictions, and feature access by user, group, org, or call type.
Admin auditability, oversight and control
Review an immutable audit trail and oversee every meeting across your org.
Security built for institutional finance
Accelerate firm productivity, automate workflows, and unify financial data at scale with one secure platform
Explore the platform
Agents
Get to value faster with purpose-built agents that deliver best-in-class financial outputs.
Intelligence
Automatically capture the knowledge and context behind your firm’s work.
Projects
Give your team and agents a shared workspace to execute financial work.
Watchtower
Meet regulatory requirements, manage spend, and track firm-wide usage.
Data
Connect to the data providers and systems your firm already runs on.
Overview
The complete financial AI platform that supports your memory, data, and governance.