For financial services operations leaders
3 FTE on meeting minutes.
What if it was zero?
In Parallel captures every investment committee decision, owner, deadline, MiFID II context, and updates your execution plan automatically. EU-hosted. ISO 42001 certified. Start free.
Used by Customer X · Customer Y · 20+ scaling teams
The compliance documentation tax
MiFID II requires documentation
of every investment decision.
Investment committees generate dozens of decisions per week. Most are documented manually, in Word, in email, from memory.
€240K
per year on meeting documentation, for a typical mid-market firm.
2-3 FTE dedicated to writing minutes, reviewing compliance records, and assembling audit trails. That’s before you count the operations leaders doing it at 5:30pm.
Based on EU financial services salary data
2 days per audit
Average time to assemble the decision trail for a single regulatory query, pulling fragments from email, SharePoint, and meeting notes.
Decisions decay
Investment committee agreements are re-debated within weeks. Without a definitive record, memory replaces evidence.
Aug 2026 deadline
EU AI Act requires documented, auditable AI governance. If you use AI for meeting documentation, the tool itself must be compliant.
How In Parallel helps
From investment committee to audit trail. Automatically.
01
Automatic decision capture
In Parallel joins your investment committees and captures every decision, owner, and deadline, with timestamps and participant attribution. No manual minutes. No disputes about what was agreed.
02
Living execution plan
Decisions flow automatically from meeting to execution plan. Priorities recalculate. Drift surfaces in real time. Nobody maintains the project tracker.
03
Audit-ready from day one
Every investment decision is traceable to the meeting it was made in, with participants, context, suitability rationale, and timestamp. MiFID II Article 16 compliance, automated.
04
Cross-functional visibility
When risk committee decisions affect portfolio operations, you know immediately, not a week later. One shared reality across front office, middle office, and compliance.
Trusted in financial services
A leading EU asset manager uses In Parallel across investment operations.
“We eliminated 120 hours per month of meeting documentation. Every investment decision now has a complete audit trail, captured automatically.”
40%
reduction in documentation overhead
120 hrs
reclaimed per month
100%
decisions with audit trail
<1 wk
typical payback period
Source: internal customer averages, 2026 cohort. Individual results vary. [source needed] on outlet-cited figures.
Side by side
What changes when compliance documentation writes itself.
Without In Parallel
- Investment committee decisions disputed within days
- 3 FTE dedicated to meeting documentation and compliance review
- Audit responses take 2+ days assembling from email and SharePoint
- No structured decision trail linking advice to execution
- Information silos between front office, middle office, and compliance
With In Parallel
- Every decision captured with owner, deadline, and MiFID II context
- Documentation overhead reduced by 40%, no manual minute-taking
- Audit trail retrievable in seconds, not days
- Full traceability from investment committee to executed action
- One shared plan across all operational workstreams
Built for regulated financial services
EU AI Act-ready. MiFID II-compliant. Your compliance team will approve this.
The EU AI Act requires documented AI governance by August 2026. In Parallel is one of the first meeting intelligence tools certified under ISO 42001, purpose-built for regulated industries.
EU data residency
Your data never leaves European borders. Hosted in the EU, governed by GDPR. No exceptions.
ISO 27001 + SOC 2
Enterprise security certifications your IT and compliance teams require. Audit reports available on request.
ISO 42001 (AI management)
One of the first AI meeting tools certified under ISO 42001, directly relevant to EU AI Act conformity for high-risk financial services AI.
Microsoft Teams integration
Works with your existing Teams, Outlook, and SharePoint stack. No migration, no new process. Fits your current workflow.
No model training on your data
Your investment committee discussions, portfolio strategies, and client information are never used to train AI models. Ever.
Start free, no procurement
Notes is free up to 10 meetings / user / month, forever. The full product is free for 20 days. Try it on one committee meeting, no IT review, no procurement cycle, no risk.
Start in 5 minutes
Try it on one committee meeting.
No procurement. No risk.
Notes is free up to 10 meetings/user/month, forever. Try the full product free for 20 days. Add it to your next investment committee. See every decision captured with an owner and a deadline. Then decide if you want the Living Plan.