Minute taking for Financial Services
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Minute Taking for Finance
We provide accurate and impartial financial minute taking, tailored to professionals across investment firms, banks and accountancy practices. At Waymaker, we can support for a wide range of board and committee meetings and internal audits. Our external perspective allows us to handle all your minuting needs with a neutral outlook, ensuring accuracy and impartiality. Whether you need an expert minute taker for high-level discussions or ongoing minute taking for investment or other financial services, we ensure accuracy every time. As your trusted partner, you can focus on performance while we capture every decision with precision.
supporting your governance journey
The Waymaker Way
At Waymaker, we support financial organisations in strengthening and streamlining your compliance processes. Our extensive experience working within the finance sector allows us to provide a dependable service to ensure governance frameworks are compliant and effective. Think of us as a trusted and confidential sounding board for finance committees, senior leadership teams, and trustees. Strategic progress and success take time, that’s why we work closely with you to refine your objectives and goals, and align governance frameworks to ensure every meeting contributes to well-informed decision making.
How It Works
BOOK A DISCOVERY CALL
Let’s discuss your business requirements. Tell us your meeting dates, frequency and preferences so we can match you with one of our minute takers.
SIGN THE CONTRACT & STATEMENT
Once we’ve agreed on the details we will send you your contract and a clear statement of works to sign.
MEET YOUR MINUTE TAKER
After signing the contract, we will introduce you to your dedicated finance minute taker who will handle all immediate communication needs.
HAVE YOUR MEETING
Hold your meeting virtually or in-person, our professional minute takers can attend in any format you need.
APPROVE YOUR MINUTES
After your meeting, you’ll receive your draft minutes for review from your minute taker. Once you’re happy with them and approve, we’ll send your invoice.
Frequently Asked Questions
FAQs
How do you write minutes for a finance meeting?
At Waymaker, we believe it’s all in the preparation. Before your Board committee or audit meeting, we’ll work closely with you to collate agenda documents, confirm the list of attendees and agree on your chosen minute taking style along with any template document you’d like us to use. Your dedicated financial minute taker records all key actions and decisions, ensuring precise, compliant, and reliable meeting minutes.
Are you experienced in minute taking for finance meetings?
We are experienced in taking meeting minutes for a wide range of finance meetings, including board finance reviews, budget planning sessions, and audit committees, to name a few. Our minute takers understand the importance of accuracy, confidentiality, and financial terminology in these settings.
How do you ensure accuracy in minutes when using AI tools?
We use AI tools to support with tasks such as transcription and summarising, but accuracy always comes from our professional financial minute takers. They carefully refine your meeting minutes and take the time to learn your preferred style to deliver clear and precise minutes every time.
Do you offer additional services for financial organisations?
Yes, we do. In addition to minute taking, we can provide wider governance support tailored to financial organisations. We work with you to strengthen oversight, align strategic goals, and enhance regulatory compliance. Our approach ensures your governance frameworks support performance, accountability, and long-term resilience. We recommend visiting our governance strategy page for more information.
WHAT OUR CLIENTS LOVE ABOUT US
Testimonial
“Waymaker supported us for almost 18 months to provide minutes for monthly and quarterly meetings, meetings which typically lasted around a half day. The company was professional, timely in attendance at each meeting and consistent in delivery.”
Financial Advisory Company