Yes. Filenote AI is SOC 2 Type II certified. Client data is stored and processed in Australia and encrypted in transit and at rest, with Microsoft sign-in, multi-factor authentication and role-based access.
See our Security page for full details.
Filenote AI’s copy of a recording is deleted as soon as your outputs are created. The original stays where it was made, in Teams, Zoom or on your phone, and transcripts and outputs are saved to your own OneDrive or SharePoint.
No. We never sell your data or use it to train AI models. Your data belongs to you and your clients.
Filenote AI works with and partners with many of Australia's leading licensees. Our templates are built around the compliance requirements advisers work to, and we're happy to share security and compliance documentation with your licensee. You can also find it in our Trust Portal.
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