Best AI note taker for asset management firms that has passed compliance review?

Our CCO treats client meeting notes as firm records, which I did not fully appreciate until I tried to get one of these approved and the whole thing turned into a retention conversation instead of a software one.

Things I got asked that I did not have answers for. Does the vendor train on our meeting data? Can retention be set once centrally instead of every relationship manager picking their own. Can any of it land in the archive we already pay for? And what happens when a client reads an account number out loud on a recorded call. Currently reviewing: Fellow, Otter, Fireflies

So, anyone here actually got one through review? Also curious where your compliance team got stuck, because I have a feeling it is the archive question that kills most of these.