Video Conferencing for Financial Services Teams

Financial services firms face some of the strictest compliance requirements for communications recording. MiFID II in the EU, FINRA and SEC rules in the US, and similar frameworks globally require that investment-related communications — including video meetings — be recorded, retained, and retrievable for regulatory review. Meeting platforms that are not configured for these requirements create compliance exposure.

Key compliance requirements for financial video meetings

• Recording and retention: MiFID II requires recording of communications related to client orders and transactions for 5-7 years. Platforms must support this retention period without automatic deletion.
• Tamper-evident storage: recordings used for compliance must be stored in a way that prevents modification. Standard cloud storage may not meet this requirement.
• Retrievability: regulators may request specific recordings. The platform must support search and retrieval by date, participant, or keyword.
• Data residency: some jurisdictions require that compliance records remain within specific geographic boundaries.
• Encryption: recordings must be encrypted at rest and in transit.

The AI notes consideration for finance

AI-generated meeting summaries and transcripts are useful for financial services teams for internal documentation but should not be used as the sole compliance record in place of a full meeting recording. The transcript and recap from Oya are valuable for internal follow-up; the full recording is what satisfies MiFID II recording obligations. MeetOye supports both.

Self-hosting for financial services

Financial services firms with strict data residency requirements should evaluate self-hosted deployment for meeting infrastructure. Keeping all recordings and transcripts within firm-controlled infrastructure eliminates the cloud vendor data residency question. MeetOye's self-hosted option is designed for exactly this use case.