Expert network transcription for diligence teams

The short answer

Expert network transcription is the capture, transcription and indexing of calls with industry experts arranged through an expert network, and Junior handles it through direct pipelines from nearly all of the leading expert networks, so call audio arrives in Junior automatically.

The result is a transcript that sits in the same searchable archive as the firm’s other calls, with company, product and people names and figures recognised by a custom entity engine, and with retention set by the firm’s own policy.

Before a call, Athena, Junior’s AI interviewer, can run expert interviews in 18 languages. During a call, Mid-Call Intelligence (early access, on the desktop app) offers guidance drawn from the project and from past calls. After a call, the transcript is screened for compliance and becomes searchable in Alexandria, the firm’s knowledge base.

Ways to get a transcript from an expert call

An investment team has three routes to a transcript of an expert call, and the route decides who holds the audio, how many steps follow, and how easily the call can be found later.

What changes with a direct integration

A direct integration removes the step in which someone records or downloads a call and uploads it afterwards, which is the step where expert calls most often go missing from a firm’s archive.

Junior builds pipelines from nearly all of the leading expert networks to pipe the audio in directly. The call then passes through the same entity engine and retention settings as every other conversation in the firm.

Junior also captures expert calls without a bot through the Junior desktop app, through a meeting bot on Zoom, Teams, Meet or Webex, or by file upload, so a call from a network without an integration can still enter the same archive.

Finding expert calls later

An archive of expert calls is only useful if a search for a company returns every call that mentioned it, which depends on the transcript spelling that company the same way each time.

Take a payments business mentioned in passing on a customer interview that the team captured and set aside; eighteen months later it appears as a target. If its name was transcribed several different ways across several calls, the earlier work does not surface when the team searches for it.

Alexandria, Junior’s knowledge base for the firm, makes approved expert calls and BD conversations searchable by deal, sector, client or attendee, and Insights Grid lets an analyst extract an insight within a project and verify its source in one click.

Compliance on expert calls

Expert calls carry a specific compliance sensitivity because an expert may hold information that has not been made public, so a firm needs controls that operate on every call.

Compliance sets the rules once, and Junior screens every expert call for MNPI and custom rules, checking MNPI against public sources before anything is escalated. Compliance reviews findings, not calls. Ethical walls keep teams apart, every decision goes on a full audit trail, and retention is set separately for audio, verbatim transcript, cleaned transcript and summary.

Junior was built with advice from SEC-grade counsel, and it lets firms that banned transcription record expert calls for the first time. The basics are covered too: SOC 2 Type II, no model training on call content, zero data retention agreements with every underlying model provider and all data on Junior’s own infrastructure.

Setting up expert network transcription

A firm can move from a manual process to direct integration in five steps, most of which are decisions for the compliance and operations teams.

• List the expert networks the firm uses today and the calls each team expects to run.
• Agree the rules for recording, screening and storing expert calls with compliance, and set them once in Junior.
• Choose how calls are captured: expert network pipelines, the desktop app, a meeting bot or file upload.
• Set retention for audio, verbatim transcript, cleaned transcript and summary.
• Run one live expert call end to end and check the transcript, the search results and the compliance findings.

Common questions