Meeting minutes
Minutes from the recording, ready to review and file.
- From the whole recordingEve reads the full transcript from Plaud or Attio, never a summary or its first page.
- Minutes as a documentDecisions, actions and owners, drafted in Word or PDF from your own minutes template.
- Filed with the clientStart the chat in a client’s space and the minutes sit with the rest of that client’s work.
Today
- Someone loses the afternoon after every board meeting writing it up.
- Decisions and actions go missing between the notes and the minute book.
With Amoreg
- From the whole recording. Eve reads the full transcript from Plaud or Attio, never a summary or its first page.
- Minutes as a document. Decisions, actions and owners, drafted in Word or PDF from your own minutes template.
- Filed with the client. Start the chat in a client’s space and the minutes sit with the rest of that client’s work.
Follow one through. A board meeting, from the recording to the minute book.
One case from start to finish, as it lands in the record. Choose a step to hold it there.
Three ways to do it. One that keeps the file.
Compare AmoregThe jobWithout AmoregDrives, inboxes and spreadsheetsCopilotAnd other general AI assistantsAmoregBuilt for regulated firms
ResearchSearching handbooks and regulator sites by handAnswers from the web and what you connect, not a regulator libraryA regulator library kept current and searched first
Client workClient work split across drives and email threadsWorks one chat at a time, with no place per clientOne space per client: chats, files and history together
Recurring checksRecurring checks run from memory and remindersA prompt, not a charted process with stepsA charted process, run by hand or on a schedule
General descriptions of each approach. Some assistants add connectors, citations and enterprise controls; we are happy to compare Amoreg with the tools you use today.
The rules firms like yours answer to.
Enable them and the Monitor watches their issuers, while Inspector reads your library against each one.
- GFSC Finance Sector Code of Corporate GovernancePrinciples for the boards of all Guernsey licensees, with an annual confirmation of compliance.Guernsey · 5 controls
- CIMA Rule and Statement of Guidance on Corporate GovernanceCorporate governance requirements for all regulated entities, including funds and their operators.Cayman Islands · 4 controls
- Senior Managers & Certification RegimeIndividual accountability: senior manager responsibilities, certification and conduct rules.United Kingdom · 5 controls
- GFSC Fiduciary Rules and GuidanceConduct, client asset, record keeping and resourcing rules for fiduciary licensees.Guernsey · 5 controls
- JFSC Code of Practice for Trust Company BusinessThe seven principles a registered trust company business must meet.Jersey · 7 controls
- UK GDPR & Data Protection Act 2018The UK data protection regime after Brexit, with the ICO as supervisory authority.United Kingdom · 9 controls
