Average Ratings 0 Ratings
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
My Notes is an AI-driven note-taking feature from Zoom that allows users to capture and structure discussions from Zoom calls, in-person meetings, and various third-party platforms like Microsoft Teams and Google Meet. This tool generates transcripts, summaries, key points, and action items, enabling both individuals and teams to maintain a searchable archive of their conversations and effectively follow up on outcomes. Within Zoom's ecosystem, users have the ability to review, modify, categorize, share, and repurpose their notes seamlessly. My Notes is designed to extend its utility beyond just scheduled Zoom sessions, accommodating in-person interactions and on-the-go usage. Additionally, the service is accessible through qualifying Zoom Workplace plans, with My Notes Basic offering three AI-assisted note-taking sessions each month, while premium plans unlock further functionalities. The features and availability of My Notes can differ based on the specific plan, user account settings, type of meeting, and the platform being utilized. Furthermore, this tool enhances productivity by ensuring no important detail is overlooked in any conversation.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
Zoom
No
Zoom Workplace
No
Pricing Details
$49 AUD/month
Free Trial
No
Free Version
Yes
Pricing Details
$8.33/user/month
My Notes Basic is free and includes three AI note-taking uses per month. The standalone paid plan starts at $8.33/user/month when billed annually and offers a free trial. My Notes is also included with eligible Zoom Workplace plans.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Sombra
Founded
2023
Country
Australia
Website
getsombra.com
Vendor Details
Company Name
Zoom Communications
Founded
2011
Country
United States
Website
www.zoom.com/en/products/ai-assistant/features/ai-note-taking/
Product Features
Note-Taking
Categories / Organization
No
Clip From Web
No
Document Scanning
No
Formatting / Markdown
No
Handwriting
No
Hyperlinking
No
Image Insertion
No
List/Checklist Creation
No
Printing
No
Search
No
Sharing / Collaboration
No
Syncing
No
Templates
No
Voice Notes
No
Product Features
Note-Taking
Categories / Organization
No
Clip From Web
No
Document Scanning
No
Formatting / Markdown
No
Handwriting
No
Hyperlinking
No
Image Insertion
No
List/Checklist Creation
No
Printing
No
Search
No
Sharing / Collaboration
No
Syncing
No
Templates
No
Voice Notes
No