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Description
A bit of preparation can yield significant benefits, while excessive preparation often leads to diminishing returns. Miter streamlines the process by eliminating tedious "agenda theater" and honing in on the essential objectives of your meetings, ensuring that everyone is aligned towards a common goal. Since many meetings are recurrent, Miter assists you by allowing you to easily transfer topics from previous sessions and providing quick access to last month's summaries for a helpful refresher. Although note-taking is vital for grasping past discussions, it can also become a distraction. Miter's chat-like notes simplify the recording of team discussions, ensuring you stay focused without losing track of important information. Instead of scrambling to gather outcomes at the end of a meeting—when recollections are often hazy and time is short—Miter enables you to capture results instantly with a single click, documenting action items, decisions, and noteworthy insights as they occur. This approach not only enhances productivity but also fosters accountability among team members.
Description
Enhance your connections with clients by actively participating and showing genuine interest in every interaction. Zocks effortlessly gathers personal and financial insights from client dialogues, eliminating the necessity for audio recordings, and seamlessly integrates with your CRM to streamline follow-up tasks, communications, and workflows.
With Zocks, all essential details from your conversations are captured automatically, whether they occur virtually or face-to-face. The platform analyzes discussions in real time, ensuring that critical information about your client's financial status, investment aspirations, and significant life events is documented. This way, you will always have access to crucial personal and financial data, allowing you to provide tailored support and foster deeper client relationships.
API Access
Has API
API Access
Has API
Integrations
Zoom
Gmail
Google Calendar
Google Docs
Google Meet
Microsoft Outlook
Microsoft Teams
Notion
Practifi
Redtail CRM
Integrations
Zoom
Gmail
Google Calendar
Google Docs
Google Meet
Microsoft Outlook
Microsoft Teams
Notion
Practifi
Redtail CRM
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$67 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Miter
Founded
2020
Country
United States
Website
miter.co
Vendor Details
Company Name
Zocks
Founded
2022
Country
United States
Website
www.zocks.io
Product Features
Meeting
Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management
Product Features
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
Meeting
Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management