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Added on Oct 30,2026
Rogo Notes is an AI-powered meeting notetaker built for highly regulated financial institutions. It is part of the wider Rogo financial AI platform and turns meetings into structured, compliant records that a firm can reuse as context.
After every meeting it produces detailed notes, action items and tailored summaries, so teams do not need to write up calls by hand.
Firms can configure Notes around their own policies, with controls for retention, consent, meeting restrictions, sensitive-content review and guardrails for material non-public information (MNPI).
It uses configurable templates and recognises finance-specific terminology, so notes are captured the way banking and investment teams actually take them.
Notes connects natively with financial CRMs and with projects already running in Rogo. Rogo agents can prepare meeting briefings and carry out follow-ups, while meeting insights enrich context on the people, companies and deals a firm works with.
Administrators get granular compliance controls covering flagging, redaction, retention, restrictions and feature access by user, group, organisation or call type, plus an immutable audit trail for oversight of every meeting.
Rogo lists SOC 2 Type II, ISO 27001, ISO 42001, GDPR, CCPA and EU AI Act alignment among its security and compliance credentials.
Pricing: no prices are published; firms request a demo to discuss access.
It is suited to investment banks, private equity firms, asset managers and other financial institutions that need meeting notes with strict compliance controls.
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