Your duty of advice. Documented, timestamped, provable.
Meetingize turns every client meeting — in your office or on the phone — into a compliant statement of advice, archived for 5 years and verifiable by anyone. Without writing a single line.
The regulation requires a written record. Every time.
Insurance and credit brokers, wealth managers and financial advisors share the same reality: advice that isn't documented is advice you can't prove.
Insurance & credit brokers
The Insurance Distribution Directive (IDD) requires a written statement of the client's demands and needs, and of the advice given — for every sale.
Wealth managers & financial advisors
MiFID II requires a written suitability report matching each recommendation to the client's profile, objectives and risk tolerance.
In case of audit or dispute
Facing the regulator, the ombudsman or a judge, the burden of proof is on you. Without a record, it's your word against your client's.
Today, this paperwork costs you 30 to 60 minutes per meeting. Or worse: it doesn't get done.
Capture every client interaction — wherever it happens
Your clients meet you in person, call you, or both. Meetingize covers all of it.
In-person meetings
One tap on the mobile app before the meeting starts. Meetingize records, separates who said what, and lets you stay focused on your client.
iOS & Android — works offline, syncs automatically.
Phone calls
During any call, add your personal Meetingize number to the conversation. A legal announcement informs both parties, the call is recorded, and the advice record is ready when you hang up.
Compliant call recording — both parties informed automatically.
Video calls & audio files
Upload the recording of any video call or voice memo. Meetingize processes it like any other meeting — same documents, same archive, same proof.
All audio and video formats supported.
Tag the client, pick the document type
Statement of demands and needs, advice record, suitability report — choose before or after the meeting, in 10 seconds.
Meetingize drafts the regulatory document
The client's situation, needs, your recommendation and its justification — extracted from the conversation and structured in the expected regulatory format.
You review, adjust, validate
You stay in control: edit online, complete the structured fields, then lock the final version.
Sealed, archived, shared
The document is timestamped, fingerprinted, archived for 5 years with its original audio, and sent to your client through a secure link.
Anyone can verify. No one can read.
Every document carries a QR code and a cryptographic fingerprint. Verification proves integrity — it never exposes content.
Qualified timestamp (eIDAS)
Each finalized document is timestamped by a qualified EU trust service provider. The date and integrity of your advice record carry legal weight across the European Union.
QR verification page
Scanning the QR shows only: document ID, generation date, timestamp authority and fingerprint status. Whoever holds the document can prove it hasn't been altered since it was sealed.
Verification is not access
The verification page never displays the document's content. Reading the record itself requires an explicit, secure share from you. Your client exchanges stay confidential — by design.
The original audio is preserved alongside the document. If a client ever claims "you never told me that" — you have the conversation, the document, and the proof that neither has changed since that day.
The Advice Register: audit-ready, always
Every advice record, for every client, in one chronological register. When the regulator knocks, you don't spend a week digging through emails.
Your clients trust you with everything. We protect it like you would.
Client conversations about wealth, health and family are among the most sensitive data there is. Security is not a feature here — it's the foundation.
Encrypted across the entire chain
Audio and documents encrypted in transit and at rest.
EU hosting, GDPR compliant
Your data stays in the European Union and is processed under GDPR.
Never used to train AI models
Your recordings and documents are yours. They are never used for model training.
Secure client sharing
Clients receive their record through a protected link — you control who sees what, and can revoke access anytime.
Recording with informed consent
Phone recording starts with an automatic announcement; for in-person meetings the app provides a one-line notice to read. Compliance built into the workflow.
Right to erasure, honored
Deletion requests are executed across documents, audio and backups — with a deletion certificate.
Every undocumented meeting is a proof that will never exist
The audit doesn't warn you
When the regulator asks for your advice records, the question is not whether your advice was good. It's whether you can produce the paper trail — for meetings that happened two years ago.
The dispute comes later
A client contests an investment that lost value, a coverage that didn't apply. It's three years later. What exactly did you tell them? With Meetingize: everything, verbatim, sealed.
The math is simple
A compliance plan costs less per month than one hour of your time. A single avoided dispute — or one avoided sanction — pays for decades of it.
And there's the upside: clients who receive a clear, professional advice record within the hour refer more, sign faster, and trust longer.
The Compliance Plan
Everything a regulated advisor needs. One plan, no surprises.
Free plan available to test with your real meetings before subscribing.
Questions advisors ask us
Is recording a client meeting legal?
Yes, provided participants are informed. Meetingize builds this into the workflow: an automatic announcement on phone calls, and a ready-made notice for in-person meetings. Most clients appreciate it — they receive a better record of the advice they paid for.
What does my client see if they scan the QR code?
Only the proof: document ID, date, timestamp authority, and confirmation that the document hasn't been modified. Never the content. Access to the record itself goes through the secure share you control.
Does Meetingize replace my compliance officer?
No — it equips them. Meetingize produces and archives the documentation your compliance framework requires. Your procedures and your regulatory advice remain yours.
What happens to my data if I leave?
You export everything — documents, audio, register — in standard formats, at any time. Your proof remains verifiable even after you leave: timestamps are independent of Meetingize.
Your next client meeting can be your first provable one.
Record it with Meetingize — and see the advice record it produces before you spend a single euro.
Start for free