
Fathom is an AI meeting assistant that helps users capture, summarize, search, and act on meetings with less manual work. The platform creates accurate transcripts, instant summaries, action items, and follow-up notes so users can focus on live conversations instead of taking notes. Fathom supports both traditional meeting capture and bot-free capture through its desktop app. Teams can use Fathom as a shared source of truth across customer calls, internal meetings, strategy sessions, and project conversations. Ask Fathom lets users search across meetings and ask questions about conversations, decisions, commitments, risks, and next steps. The platform also supports topic monitoring so important moments and signals are easier to find. Fathom syncs meeting notes, insights, and action items into tools such as Slack, Salesforce, HubSpot, Notion, Asana, Gmail, Zoom, Google Meet, Microsoft Teams, ChatGPT, Claude, Zapier, and API or MCP workflows. It supports security and compliance needs with SOC 2 Type II, GDPR, HIPAA compliance, SSO, and SCIM. By combining AI notetaking, bot-free capture, transcripts, summaries, integrations, search, and workflow automation, Fathom helps teams move from meetings to execution faster.
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Google Workspace is an all-in-one cloud productivity platform developed by Google to help businesses manage communication, collaboration, document creation, and workflow automation from a centralized environment. The platform combines professional email, cloud storage, video conferencing, document editing, team messaging, scheduling, and AI-powered assistance into one subscription-based ecosystem optimized for modern work environments. Google Workspace includes applications such as Gmail, Google Drive, Google Meet, Docs, Sheets, Slides, Calendar, Chat, Keep, Forms, Sites, NotebookLM, and Gemini AI, enabling teams to work together seamlessly across devices and locations. One of the platform’s core strengths is its built-in AI functionality powered by Gemini, which helps users draft emails, summarize meetings, generate research insights, automate repetitive tasks, and improve productivity using contextual awareness from workplace data. Google Workspace also supports advanced collaboration features including real-time editing, appointment scheduling, eSignatures, document sharing, cloud storage management, and AI-assisted research tools. Businesses benefit from enterprise-grade security features such as AI-powered threat protection, data classification, endpoint management, Data Loss Prevention, secure access controls, and compliance support for enterprise environments. The platform offers scalable pricing plans suitable for startups, small businesses, enterprises, educational institutions, nonprofits, and government organizations. Google Workspace also simplifies data migration and onboarding with built-in migration tools and partner support for transferring emails, files, and business information securely into the cloud.
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focus:360 adviser
focus:360° integrates various components of your business, both internally and externally, by providing a comprehensive omni-channel distribution platform that acts as a genuine facilitator for financial distribution. It encompasses essential functionalities that are common to our primary offerings, which include focus:adviser, focus:client, focus:broker, and now:advise, with each product tailored to enhance specific distribution channels. focus:adviser serves as a compliant sales automation tool that accommodates a variety of distribution routes across an extensive array of financial products and client requirements. By streamlining processes, it significantly boosts productivity, allowing advisers to reclaim as much as 68% of their time in certain scenarios while also enhancing the quality of advice provided; some users have reported an increase in first-time case checking success rates from 45% to a perfect 100%. Central to its functionality, focus:adviser is anchored in the capabilities of focus:360°. Tailored to align with your business needs, focus:adviser equips you with the essential client management and financial planning tools necessary for effective engagement. This comprehensive approach not only supports your operational efficiency but also strengthens client relationships.
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AdvisoryAI
Advisory AI stands as the pioneering AI-Copilot designed specifically for financial advisors, bringing innovative AI software that transforms the creation and management of advisory documents. Our user-friendly platform enables financial professionals to automate any advisory document within a mere 5 minutes, significantly enhancing productivity and conserving valuable time. We excel in automating essential reports such as Annual Review Reports, Suitability Letters, Meeting Notes, Provider Information Summaries, Pre-Meeting Prep, and Follow-up Email Summaries. By streamlining the advisory process, our technology allows financial advisors to concentrate on providing outstanding client service while alleviating their administrative burdens. Embrace the power of Advisory AI to elevate your practice with efficient, AI-powered solutions crafted to meet the demands of today’s financial advisors, ensuring they can navigate complexities with ease and efficiency.
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