Fellow is the AI meeting agent built for regulated industries. It captures meetings across every platform and format your teams use; Zoom, Teams, Google Meet, and in-person, with both bot and botless recording on Windows and Mac, and turns them into structured, searchable, shareable intelligence.

Fellow gives compliance, legal, and IT teams full control over how AI note-taking is deployed across the firm. Admin-enforced recording restriction policies, configurable retention and auto-deletion, access controls by workspace, and customizable disclosure notices give your team the tools to align deployment with your governance requirements. From summary-only mode for firms that want no archivable record, to full transcript archiving for complete audit coverage, Fellow flexes to match your own interpretation of FINRA and SEC requirements.

Fellow is SOC 2 Type 2 certified, GDPR compliant, end-to-end encrypted, and never trains on customer data. SAML and Entra ID SSO are supported, and a Super Admin API enables audit retrieval compatible with Rules 17a-4 and 204-2, with alignment to 2026 SEC AI examination priorities.