Innovative Digital Wealth Solutions | Helping Financial Institutions Modernize Their Digital Wealth Footprint
In this article, you will learn why the common belief that "No Recording" ensures absolute data security is a myth, and how FinMate AI addresses this with its Zero Retention policy. The article will explain the limitations of standard "No Recording" claims and the risks associated with temporary data storage. It will also detail how FinMate not only deletes both audio and transcripts after transcription but also guarantees that client data is never used to train its AI models, ensuring the highest levels of security and privacy. Additionally, the piece will highlight FinMate’s cutting-edge security measures, customizable retention options, and the benefits these provide to financial advisors. By the end, you will understand why FinMate’s Zero Retention approach sets a new standard for data security in the financial advisory industry. Daniel (Seong Min) Yoo Jonathan Liu Sebastian Burtone Susan Lum, IACCP® Tom Meder Peter Murphy Michael Partnow Bernard "Bob" Frize Howard Strauber