Client conversations recorded locally, kept locally
Advisory calls, onboarding interviews, portfolio reviews and internal committees, captured on the adviser's own machine and transcribed there. Confidential client information stays inside your perimeter.
Why cloud notetakers stall in financial firms
Client confidentiality and record-keeping pull in the same direction: keep the material, and keep control of it.
A new processor for client data
Account details, holdings and personal circumstances are exactly the material your vendor-risk process exists to slow down. A cloud transcriber adds a processor, a location and a retention policy you now have to document.
A bot on a client call
Turning up to a portfolio review with an unexplained third attendee is not the tone anyone wants. JesRecap records the audio your computer plays, so nothing joins.
Notes without the source
Assistants that keep only a generated summary leave you without the underlying conversation. Keeping both tracks means the source audio is still there when a question comes back months later.
How JesRecap fits
Record the call or the room
System audio for video and VoIP calls through Core Audio process taps on macOS or WASAPI loopback on Windows; the microphone track for in-person meetings. Both are written as separate WAV files, mixed for playback afterwards.
Transcribe on the device
A local speech model, downloaded once, transcribes the meeting after you press Stop. There is no live transcript. You can add speaker names by hand in the transcript editor.
File it your way
Export Markdown or plain text into the client folder, a JSON archive for your own tooling, SRT/VTT captions, or the WAV audio itself. Meetings also stay in a searchable local library so you can find a conversation without exporting anything.
What stays local
Client audio, transcripts and metadata stay on the adviser's device as WAV files plus a local SQLite database. Speech recognition runs on that same machine. JesRecap's only network traffic is the one-time model download, license activation and periodic license checks, and update checks. No accounts, no telemetry, no client content in any request.
There is no cloud AI, and nothing in the app offers analysis or advice. Meeting actions copy a prompt plus the transcript to your clipboard for whichever AI your firm has approved, so the decision about sending client material to an AI provider remains an explicit, human one. JesRecap does not draft notes itself.
What we do not claim
JesRecap is not a regulated communications-archiving product. We make no claim of MiFID II, FINRA, SEC or FCA compliance, and no software should make that claim on your behalf. Those obligations attach to your firm, its policies, its retention schedule and its supervision arrangements.
What JesRecap does is support your record-keeping process: it produces a durable local artefact of a conversation (two original audio tracks, a mixed playback file and a transcript) in open formats you can move into whatever archive your compliance function actually uses. There is no vendor lock, no proprietary container, and no cloud copy to reconcile.
It also does not do the things a supervision system does: no immutable WORM storage, no retention automation, no surveillance flags, no e-comms capture beyond the audio your computer plays. If your obligations require those, JesRecap sits alongside that system rather than replacing it.
Record with consent
Tell clients and colleagues when a conversation is being recorded, and follow your firm's consent and disclosure policy as well as local law. Silent recording is a compliance problem no architecture fixes.
Questions
Is client audio ever uploaded?
No. Recording and transcription happen on the device. The only outbound requests are the one-time speech model download, license activation and periodic license checks, and update checks, and none includes meeting content.
Can JesRecap satisfy our call-recording obligations?
That is your firm's determination, not ours. JesRecap gives you the local recording, both original tracks and a transcript in open formats to support your record-keeping process; retention, archiving and supervision remain with your compliance function.
Do you support phone calls?
JesRecap records whatever your computer plays, so a call on a softphone or a mobile on speaker next to the microphone is captured. It does not tap a telephony network.
What happens to a recording if we cancel?
Nothing. The license is a one-time €34.95 purchase with no subscription, and your recordings are plain WAV files and a local database on your own disk. They do not depend on us being reachable.
Can two people share a license?
One license covers 1, 2, 4, or 8 devices for the same person: a laptop and a desktop, for example, on the 2-device tier. For team or volume licensing, get in touch through the enterprise page.
Related use cases
Same architecture, different room. Or see all industries.
Client calls that stay inside your perimeter
macOS 14.2+ and Windows 10/11. From €34.95 once, no subscription, with a full 48-hour free trial.