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Average Ratings 0 Ratings
Description
Sombra transforms a client meeting into a comprehensive file note ready for advisers, which then informs ongoing work, creating a dynamic client record that highlights relationships requiring focus and ensures relevant follow-up actions are contextualized. Specifically tailored for Australian financial advice firms and compliant with AFSL regulations, it enhances team capabilities rather than diminishing them. Sombra offers suggestions, organizes information, and sets priorities, allowing advisers to review, approve, and make informed decisions. In addition, a continually expanding array of specialized AI teams operates alongside, with tools like Regulatory Watch available in real time. Hosted in Australia, your information is never utilized for training AI models, ensuring data privacy. Start off with three complimentary file notes without needing to provide any payment details. This innovative approach not only streamlines client management but also fosters stronger adviser-client relationships.
Description
Tetra seamlessly connects to your calls to take comprehensive notes, allowing you to concentrate on the discussion and recall important details later. Just add bot@asktetra.com to your scheduled call on the calendar, and we’ll connect with you shortly before it begins. Alternatively, you can initiate a call anytime using our web application. When your meeting starts, accept and merge Tetra's call, and we will commence transcription instantly. After Tetra has finished transcribing, you can read, listen to, and search your notes within our web app. You can share these notes with your team and easily export them to your preferred productivity apps. If you remember a particular phrase or topic discussed during the call, simply type it in, and we’ll direct you back to that part of the conversation. Help keep your team informed by sharing a link to the notes with those who were unable to attend. Your notes can be exported to Evernote, Dropbox Paper, Slack, email, and Google Docs, or you can reach out to us to integrate your favorite tool. Unlike many other transcription services, we ensure you receive your notes by the end of the day, or the call is complimentary, guaranteeing you a risk-free experience. Tetra's efficient process allows you to stay organized and on top of your tasks, enhancing productivity across your team.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
AWS Marketplace
Dropbox
Evernote
Google Cloud Platform
Google Docs
Slack
Integrations
AWS Marketplace
Dropbox
Evernote
Google Cloud Platform
Google Docs
Slack
Pricing Details
$49 AUD/month
Free Trial
Free Version
Pricing Details
$100 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
Sombra
Founded
2023
Country
Australia
Website
getsombra.com
Vendor Details
Company Name
Tetra
Founded
2017
Website
asktetra.com
Product Features
Note-Taking
Categories / Organization
Clip From Web
Document Scanning
Formatting / Markdown
Handwriting
Hyperlinking
Image Insertion
List/Checklist Creation
Printing
Search
Sharing / Collaboration
Syncing
Templates
Voice Notes
Product Features
Call Recording
Archiving
Call Sharing
Distributed Call Recording
Event Triggered Recording
File Transfer
Instant Retrieval
On-Demand Recording
Recording Bookmarking
Scheduled Recording
Screen Activity Recording
Video Call Recording
Note-Taking
Categories / Organization
Clip From Web
Document Scanning
Formatting / Markdown
Handwriting
Hyperlinking
Image Insertion
List/Checklist Creation
Printing
Search
Sharing / Collaboration
Syncing
Templates
Voice Notes