Steno for Financial Services

Deal rooms and client calls that stay in the building.

Investment discussions, client meetings, and internal reviews carry material, non-public information that can't sit on a third party's servers. Steno records, transcribes, and summarizes on-device, keeping sensitive discussion inside your controls and out of a vendor's cloud.

SEC & FINRA-aligned Nothing leaves the device GDPR-aligned

Why cloud tools don't fit

  • Cloud meeting tools place MNPI and client data in a vendor's hands and jurisdiction.
  • Supervision and record-keeping obligations are harder to meet when the record lives under someone else's terms.
  • A third-party processor is one more surface in scope for a data incident.

MNPI stays local

Material non-public information never leaves the device — there's no external processor holding your deal or client discussions.

SEC & FINRA-aligned

Records stay under your retention and supervision controls, on your systems, rather than a vendor's cloud and terms.

No bot, no leak

Audio is captured on-device with nothing joining the call as a participant.

Auditable

Open source, so controls can be verified by your risk and security teams.

On compliance

Steno runs entirely on your device. Your meeting recordings, transcripts, and summaries never reach our servers — there is no third-party processor handling your meeting data, which addresses a meaningful part of HIPAA, GDPR, and data-residency exposure. (Those frameworks also cover safeguards, agreements, and processes that remain your responsibility — no tool hands you compliance.) Steno itself isn't a certified cloud service, because there is no cloud service handling your meetings to certify — and that's the point: the vendor-breach risk that frameworks such as SOC 2 exist to assure against isn't in that path.

Questions

Steno keeps recordings and transcripts as local files under your own retention and supervision controls, rather than in a vendor's cloud. It aligns with keeping records inside your governed environment — how you retain and supervise them remains your firm's process, which is exactly where those obligations should sit.

No. Transcription and summarization run on-device, and nothing is uploaded. MNPI discussed in a meeting stays on the machine that captured it.

Yes — Steno is open source, so its data handling can be audited and the no-network behavior confirmed before deployment.

Also built for: Government · Defense · Legal · Healthcare · Executive

Start keeping private notes.

Free. Open source. No account needed.

macOS 14.4+ (Apple Silicon) · Windows 10/11 (x64, alpha — unsigned) · ~4 GB for the default model