---
title: "AI Notetaker for Regulated Industries"
description: "Caven is the AI notetaker for law firms, banks, accountants, insurers, private equity and M&A advisers. No bot, EU processing, ISO 27001, on-premise."
url: https://caven.io/industries
language: en
publisher: "Caven BV"
---

# The AI notetaker for regulated industries

Caven records and summarises confidential conversations for law firms, banks, accountants, insurers, private equity funds and M&A advisers, without a bot in the call and without sensitive data leaving the EU.

## Legal

Law firms and in-house legal teams. Caven is an AI notetaker built for law firms and in-house legal teams that cannot put privileged conversations on someone else’s servers. It records client meetings, negotiations and internal deliberations from your own desktop or phone, without a bot joining the call, and turns them into a transcript, a legal summary and action items per matter. Everything is processed in the EU, Caven can run in your own cloud or fully on-premise, and notes go straight to NetDocuments, SharePoint or OneDrive.

- [Caven for Legal](https://caven.io/industries/legal.md)

## Financial Institutions

Banks, private banking and wealth management. Caven is an AI notetaker for banks, private banks and wealth managers that keeps client conversations in the EU or inside the bank’s own infrastructure. It records client meetings, credit committees and internal sessions without a bot, and can run in the bank’s own cloud account or on-premise to keep the vendor and outsourcing review short. Caven is ISO 27001 certified, never trains on client data and produces structured notes, decisions and action items that support MiFID II record keeping and suitability documentation.

- [Caven for Financial Institutions](https://caven.io/industries/financial-institutions.md)

## Accounting

Accountants, tax advisers and auditors. Caven is an AI notetaker for accountants, tax advisers and auditors, built for client data that falls under professional secrecy. It records client meetings, tax advice sessions and audit interviews from your own desktop or phone without a bot, processes them in the EU and never trains on client data. Each meeting becomes a transcript, a summary and action items that can be filed with the client in SharePoint, OneDrive or Google Drive.

- [Caven for Accounting](https://caven.io/industries/accounting.md)

## Insurance

Insurers and insurance brokers. Caven is an AI notetaker for insurers and insurance brokers: it records client advice, claims calls and underwriting meetings without a bot and turns each one into a structured record for the policy or claims file. Personal and health data is processed in the EU and never used to train AI models. Advice notes capture the client’s demands and needs and the advice given, to support the documentation the Insurance Distribution Directive (IDD) asks for.

- [Caven for Insurance](https://caven.io/industries/insurance.md)

## Private Equity & VC

Private equity and venture capital funds. Caven is an AI notetaker for private equity and venture capital funds that keeps deal flow, valuations and committee debates confidential. It records founder pitches, investment committees, due diligence calls and negotiations without a bot, processes them in the EU and never trains on your data. Caven recognises the meeting type and applies private equity or venture capital templates, so every deal gets a searchable record of what was said and decided.

- [Caven for Private Equity & VC](https://caven.io/industries/private-equity-venture-capital.md)

## Financial Advisory & M&A

Financial consulting, corporate finance and M&A. Caven is an AI notetaker for financial consultants, corporate finance teams and M&A advisers who work with client strategy, deal terms and financials that cannot leak. It records client workshops, management interviews, due diligence sessions and negotiations without a bot, processes them in the EU and never trains on client data. Consulting templates per meeting type and search across every engagement let teams build deliverables from complete notes instead of memory.

- [Caven for Financial Advisory & M&A](https://caven.io/industries/financial-advisory.md)