Client and committee meetings, with what was agreed and access under control
Echo transcribes client, committee and internal meetings, summarises what was decided and assigns the tasks. It hides bank accounts, cards and ID numbers in the text, limits who sees each folder and processes everything with its own AI on Edorteam’s servers in the EU.
What it costs today
Incomplete notes from client meetings
What the client asked for and what was explained to them ends up in notes written from memory.
Sensitive data in the text
Account numbers, cards or ID numbers are said in a meeting and shouldn’t be left on view.
Outside AI tools
Many tools send meetings to AI providers in other countries.
How Echo helps
What was said and what was agreed
The assistant records on Teams and, when it ends, the summary is ready.
- Summary, decisions and tasks with owner and date
- Every word with its time and the person who said it
- Your own template: needs, products discussed, questions and next steps
- A follow-up email for the client, ready to review
Personal data out of the text
Hide personal data, automatically or meeting by meeting.
- IBANs, cards, Spanish ID numbers, phone numbers and emails replaced by a label
- Automatic across the workspace from Team, Security
- Or with “Personal data” on a meeting already transcribed
Access control
Each folder, only for the people who need it.
- Restricted folders and groups with access
- Workspace policies: who shares links, required passwords and expiry, no downloads
- An activity log: uploads, downloads, links and deletions
- Single sign-on (SSO) and automatic deletion after the period you set
Own AI, data in the EU
Without sending your meetings to third-party AI providers.
- Transcription and AI on Edorteam’s own servers in the EU
- Never trained on your meetings
- Data processing agreement and list of sub-processors published on the website
A client meeting
An adviser reviews a client’s portfolio on Teams. The assistant records it and the meeting goes into the team’s restricted folder, with the bank account that was read out already hidden. Afterwards, the adviser checks the summary, corrects a figure and sends the client the follow-up email with the next steps.
Echo is a working tool for meetings: it isn’t a regulated call-recording or communications archiving system. If your firm has those obligations, keep the systems that meet them and assess Echo with your compliance team.
Frequently asked questions
Can Echo be used to meet call-recording obligations?
No. Echo isn’t designed as a regulated communications archive and doesn’t record phone calls. It’s an aid for working with what’s said in meetings.
Does Echo hold certifications such as ISO 27001 or SOC 2?
Not yet. The security page, the Data processing agreement and the list of sub-processors are on the website for your assessment.
What data does it hide?
Spanish ID numbers, phone numbers, IBANs, cards and emails, including when they’re read out. They’re replaced in the text and summary; the audio doesn’t change.
Where are meetings processed?
On Edorteam’s own servers in the European Union, with its own AI. Nothing is sent to third-party AI services.
Try it with your next meeting.
Create your account in a minute or ask us for a demo for your team.
