Consent and Disclosure for Use of AI Notetaking Tools

Purpose:

To enhance the quality and accuracy of our financial planning services, we may use an AI-powered notetaking tool during our meeting. This tool is designed to transcribe, summarize, and organize key points of our discussion to assist in the development of your financial plan and ensure clear documentation.

What This Means for You:

  • The conversation may be recorded and processed in real time by an AI notetaking service.
  • The tool will capture spoken words to generate meeting notes, which will be used internally for planning purposes.
  • These notes will be stored securely in accordance with our data protection policies and applicable privacy regulations

Data Privacy and Security:

  • The AI notetaking tool we use is compliant with SOC2 (System and Organization Controls) standards for security and data protection (including completing regular SOC2 Type II audits) and compiles with HIPAA protocols for handling sensitive data. Data is encrypted and complies with all industry standard safety practices.
  • Your personal and financial information will be treated confidentially.
  • We do NOT share your data with third parties without your explicit consent, except where required by law.

Your Consent:

By continuing with the meeting after this disclosure, you acknowledge and consent to the use of the AI-assisted notetaking during our financial planning session.

If you prefer not to use this service, please let us know, and we will take manual notes instead.

Upon the request of the client, or prospective client, Axiom will provide records of the due diligence taken to ensure client confidentiality.