Alternatives to Marloo

Fathom is the free AI meeting assistant that instantly records, transcribes, and summarizes your Zoom, Meet, or Microsoft Teams meetings so you can focus on the conversations instead of taking notes. Fathom is an AI-driven meeting assistant that automatically records, transcribes, and summarizes your virtual meetings across platforms like Zoom, Google Meet, and Microsoft Teams. Designed to save time and increase productivity, Fathom generates actionable summaries in under 30 seconds and syncs with your CRM for streamlined follow-ups. The platform's unique features include real-time transcription, meeting highlights, and the ability to share clips, making it ideal for teams looking to improve meeting efficiency and reduce administrative work.

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.

Record, transcribe. Search your meetings and voice conversations. Instantly record meetings from any web-conferencing platform. Fireflies can be invited to your meetings to record and then share conversations. Fireflies can transcribe audio files or live meetings that you upload. You can read the transcripts and listen to the audio afterwards. To quickly collaborate with colleagues on important moments of your conversations, you can add comments or mark certain parts of calls. In less than five minutes, you can review an hour-long call. You can search for action items and other important highlights. Integrate with more than 10 web-conferencing platforms Zoom Google Meet GotoMeeting UberConference MicrosoftTeams Skype for Business + More 12+ App Integrations Slack Salesforce Zapier Hubspot CRM Pipedrive Zoho CRM Freshsales Copper CRM Close.io + More

Advise Wise is an innovative cloud-based platform designed for financial advisers, enabling them to efficiently source, compare, and manage mortgage and equity release products for clients in later life by utilizing advanced filters, integrated property and medical assessments, side-by-side comparisons of plans, and Quick Quote tools for prompt initial estimates. This platform also incorporates a robust CRM system that allows advisers to keep client information, case documents, product searches, and essential fact illustrations securely organized, while also enabling the uploading of various file formats and monitoring case progress in compliance with regulatory standards like Consumer Duty and FCA guidelines. Additionally, it boasts an integrated Fact Find template that automatically fills in client and property details, facilitates the creation of AI-driven Suitability Letters, and allows for seamless submission of Key Facts Illustrations and online applications through API links with lenders; advisers can further select and direct specialist solicitors from within a client's case to streamline the process. With these comprehensive features, Advise Wise empowers advisers to deliver personalized service and maintain efficiency in their practices.

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.

Sally AI serves as a sophisticated meeting assistant, effortlessly participating in your virtual meetings while capturing full transcriptions in more than 35 languages, and promptly providing a concise summary that highlights key decisions, action items, and next steps. This platform boasts seamless integration with leading conferencing applications like Zoom, Teams, and Google Meet, alongside calendar services such as Google Calendar, Outlook, and Apple Calendar, as well as productivity tools including Slack, Asana, Trello, and Monday.com. Its advanced transcription capabilities ensure high accuracy, even when dealing with complex terminology, while it also features speaker recognition, real-time task extraction with automatic assignment, and built-in analytics for evaluating meeting outcomes. Furthermore, Sally AI offers comprehensive integrations with CRM systems like Salesforce, HubSpot, and Dynamics 365, along with automation services such as Zapier and Power Automate, enabling a smooth flow of meeting notes, tasks, and follow-ups directly into your existing workflow. This level of automation not only enhances productivity but also ensures that nothing important falls through the cracks in your professional engagements.

Empower learners with a dedicated academic advising CRM tailored for their needs. Monitor academic progress effectively and tackle challenges with personalized solutions to guide students towards achieving their goals. With a comprehensive set of tools, students can prioritize their path to graduation while receiving the necessary support from their educational institution. The Advise platform consolidates all departments and communications into a unified interface, ensuring students have seamless access to every aspect of their educational journey. Keep track of performance and identify at-risk students to implement timely interventions using Ellucian's automated features. Foster connections with at-risk students through individualized communication, proactive guidance, and adaptable tasks that align with their evolving needs. Remain informed about student progress from their first day until graduation with customized dashboards and straightforward data access. Enhance communication efficiency with centralized appointment scheduling and effectively manage student interactions across various departments. By leveraging these tools, institutions can create a more supportive environment that fosters student success at every stage of their academic career.

Rimo is an AI-powered meeting assistant built for teams that value accuracy, security, and productivity. It automatically records meetings and generates detailed transcripts and summaries in real time. Designed for global collaboration, Rimo handles mixed accents, multiple languages, and complex discussions with high accuracy. Beyond transcription, the platform structures conversations into actionable insights and clear meeting outcomes. Built-in AI agendas and live summaries help teams stay aligned during discussions. Rimo supports secure sharing with permission-based access and audit logs. Collaborative editing allows teams to refine minutes together instantly. Enterprise-grade security standards ensure sensitive meeting data remains private. No meeting data is used for AI training. Rimo transforms meetings into productive, decision-driven workflows.

Lumiant is a platform dedicated to empowering individuals and their families to confidently pursue their best lives through enhanced advice and client engagement. By focusing on the immeasurable value of personalized advice, it enables clients to recognize the positive effects of financial guidance on their lives. This innovative platform serves as a customer experience hub that allows advisors to engage families around their core values and financial aspirations, ultimately aiding them in making informed decisions. Designed to strengthen client relationships, Lumiant helps advisors articulate their distinct value while providing tailored financial advice that aligns with each client's needs. With a structured, impactful, and repeatable advice process, financial professionals can efficiently expand their businesses, boost referrals, and increase revenue while nurturing connections that span generations. Moreover, it offers a cost-effective solution that not only enhances client retention but also drives growth and fosters lasting relationships. Ultimately, Lumiant is transforming the landscape of financial advice, making it more accessible and impactful for all families involved.

HyNote is an all-encompassing productivity platform driven by AI that converts disorganized meetings, fragmented thoughts, and numerous documents into structured, actionable insights. This innovative platform accommodates various input formats such as text, audio, images, PDFs, web pages, and YouTube videos, offering features like real-time transcription with speaker recognition, AI-generated summaries, flashcard creation, and smooth integration with widely-used applications like Google Drive, Notion, and Zoom. Tailored for business professionals, educators, researchers, and content creators, HyNote streamlines the note-taking process, ensuring that essential information is efficiently recorded, organized, and readily searchable on any device. In doing so, it enhances productivity and fosters a more efficient workflow for its users.

Introducing an AI-driven productivity assistant designed to streamline your workload by automating your notes, tasks, and meetings. Effortlessly receive meeting summaries and action items from any discussion, whether it takes place face-to-face or via platforms like Zoom, Meet, Teams, Slack, or Webex. Bloks intelligently organizes your captured information and enriches it by linking relevant emails, attachments, or calendar events. Stay informed about your deadlines and tasks, or even delegate them to the AI, ensuring that everything is handled efficiently. Bloks is the essential tool you need to tackle any challenges that come your way. You can quickly obtain summaries and transcriptions from both in-person gatherings and virtual meetings across various platforms. Additionally, Bloks categorizes your information by companies, contacts, topics, and events, providing valuable context for what you record. With this tool, you'll have a clear picture of your responsibilities today, tomorrow, and beyond, ensuring you never miss a beat in your busy life. Embrace the power of Bloks to reclaim your time and enhance your productivity.

Twenty7Tec serves as a fintech platform that modernizes and digitizes the processes involved in mortgage, wealth, and protection advice for financial advisers and lenders alike. At the heart of its services is CloudTwenty7, which provides a comprehensive suite of modular tools encompassing features such as mortgage and loan sourcing, submission of applications, customer relationship management (CRM), engagement tools for consumers, and advanced data analytics. This platform allows advisers to efficiently search for and compare a range of mortgage products, including secured loans, bridging loans, and equity release options, based on specific lender criteria and affordability assessments. Furthermore, the application module facilitates the submission of Decisions in Principle or complete mortgage applications directly through the platform, thereby reducing the need for repetitive data entry and the complexities associated with managing multiple systems. It also includes functionalities for managing client cases, improving communication, and ensuring compliance. In addition to these features, Twenty7Tec provides lenders and product providers with valuable analytics, product distribution capabilities, and advertising tools to effectively promote mortgage offerings. This comprehensive approach positions Twenty7Tec as a pivotal player in enhancing the efficiency and effectiveness of financial services in the mortgage sector.

Votars is an advanced multilingual meeting assistant powered by AI that captures both live speech and pre-recorded audio, providing immediate real-time transcripts, speaker identification, and structured summaries. With support for an impressive 74 languages and accuracy rates reaching as high as 99.8%, it produces actionable outputs like Q&A sessions, action items, mind maps, slides, and documents at the touch of a button. This innovative platform integrates seamlessly with popular tools such as Zoom, Google Meet, Microsoft Teams, and various calendar systems like Google and Outlook, effectively automating the processes of recording and transcription. Perfect for a wide range of applications including meetings, interviews, lectures, podcasts, and enhancing accessibility, Votars organizes transcripts while facilitating easy sharing and collaboration among users. Additionally, it prioritizes data security with compliance to standards such as SOC 2, SSL, and GDPR. Thanks to its intuitive design, Votars simplifies notetaking and converts conversational audio into well-structured insights effortlessly, making it an invaluable tool for professionals looking to enhance their productivity.

Chariot’s a payment option that nonprofits can add to their website, allowing donors to ‘one-click’ give with their Donor Advised Fund. Chariot enables this by creating a network connecting the $234B in Donor Advised Funds and nonprofits. Nonprofits add our “Pay with Donor Advised Fund” option to their website/payment page. Donors click the button, log in to their DAF account, and make a payment in 3 clicks.

At Bitcoin Advisors, our commitment lies in understanding your unique investment needs and providing top-notch guidance for your digital currency investments. Initially, we focus on learning about you, including your investment mindset and financial circumstances. Subsequently, leveraging the knowledge of our Chief Investment Officer, your dedicated Bitcoin Advisor will offer a well-informed perspective, devise a tailored strategy that aligns with your requirements, and create a plan that ensures your comfort and confidence. We guarantee that you stay on track throughout your investment journey. Managing cryptocurrency isn't a one-time event; it's a continuous endeavor. You'll have regular meetings with your Bitcoin Advisors whenever necessary, along with comprehensive annual evaluations conducted in a one-on-one format. It's important to frequently revisit your objectives and make adjustments as necessary to stay aligned with your goals. This process fosters a dynamic relationship that evolves as your needs change over time.

Live Meetings Transcription & Analytics The Noty extension automatically transcribes Google Meet calls and generates summaries and tasks. Transcripts are available in English and Spanish as well as French, German, Spanish, French, German, and Portuguese. How it works: - Install Noty Extension - Start Google Meet in Chromium browser (Google Chrome, Opera, Brave, Microsoft Edge). - Get a real-time transcript in a format that is easy to read, with speakers labeling and timecodes. - Get meeting notes, summaries, and highlights with keywords and action items (for English-speaking meetings) - Review, edit and save your documents (integrated with Google Docs). How to Use: - Pin extension for quick access. - Sign in using your Google account. - Captions will automatically be enabled.

Rethinking insurance guidance, Riskine creates innovative digital tools designed to assist both private and corporate clients using cutting-edge AI and graph-based technology. Our offerings are adaptable for self-service environments such as portals, websites, and apps, in addition to supporting both personal and remote client interactions. We have observed that a significant number of individuals lack clarity regarding their risks and financial requirements, which complicates the process of articulating and comprehending their insurance needs. Furthermore, the unique advantages of various hedging products often remain obscure or confusing to clients at the point of sale, hindering their ability to make informed financial choices. This lack of understanding not only breeds uncertainty but also causes many to neglect their insurance and financial planning altogether, effectively avoiding the topic. Riskine addresses this issue by illuminating both the objective risks and the subjective preferences of your clients, making them more accessible and comprehensible. By facilitating this understanding, we empower individuals to engage more actively with their insurance options and make smarter financial decisions.

Sembly is a web and mobile app that accompanies you on your Teams, Zoom, and Google Meet meetings, making meeting content available for review, search, and sharing. Share a part or the whole meeting with your team so everyone can get up-to-speed, even if they didn’t attend. Save time with summaries that Sembly generates automatically. Sembly is available in English across Web, iOS & Android mobile apps. The smartest AI meeting assistant that helps easily review & share meeting takeaways, meeting records and transcriptions. Turns your meetings into searchable text, highlights key discussion moments, creates notes and summaries. Use Sembly Team to unlock powerful AI analytics to help you and your team achieve more, while attending less! Sembly automatically syncs to your calendar to join and record all your scheduled meetings on all major conferences platforms. This reduces the need to take notes on-call. You can review what was said, search through all your meetings, and share key items with your team members or friends. You can review what was said at a particular meeting or search for it in all of your meetings. Designed for businesses of all sizes, Sembly is an AI-based meeting management solution!

Amie is a cutting-edge productivity application driven by artificial intelligence that revolutionizes meetings by converting them into actionable outputs and streamlining workflows through the capturing, transcribing, summarizing, and organizing of discussions, tasks, emails, and calendars all within a single cohesive platform. It can effortlessly record meetings from major video conferencing tools without requiring a bot to participate, distinguishes between different speakers, accommodates multiple languages, and provides the option to pause recordings or jot down private notes for more contextual summaries. Amie’s AI assistant seamlessly integrates with a variety of applications such as Google and Apple calendars, Gmail, Slack, Notion, Hubspot, and Pipedrive, ensuring that summaries, tasks, and calendar entries remain synchronized across various systems. Users benefit from features that allow them to schedule appointments using natural language, drag and drop tasks, convert emails into actionable items, and request the AI to compose follow-up messages, modify meeting details, or rearrange schedules. Additionally, Amie provides shared pages containing meeting context that can be accessed by colleagues or clients similar to documents, intelligent automated workflows derived from summaries, and an interactive AI chat that genuinely comprehends user inquiries, enhancing collaboration and productivity even further. With Amie's innovative approach, users can expect a more organized and efficient workflow, ultimately leading to better productivity outcomes.

Recall.ai offers a comprehensive API that enables seamless integration of meeting bots across various platforms such as Zoom, Google Meet, and Microsoft Teams, among others. By utilizing just a few lines of code, you can easily incorporate your product into these popular services, including Webex, Slack Huddles, and GoTo Meeting. This solution is user-friendly and operates effectively even if participants are not the meeting host or are utilizing a free account. Remarkably, it supports all platforms regardless of the availability of an official API, requiring just the meeting link to function. Deploying and managing meeting bots typically necessitates a team of 3-5 engineers; however, we alleviate that burden, allowing you to concentrate on more critical tasks. With a single line of code, you can send a bot to a meeting, as it only needs the meeting URL to operate. We take care of the underlying infrastructure, handling the scheduling, management, and operation of thousands of concurrent virtual machines daily. Additionally, our service provides real-time transcripts complete with speaker identification, ensuring 100% accuracy in speaker diarization, and speaker names are automatically tagged. You can access real-time transcripts via webhook and enjoy the benefit of real-time audio and video streams, enhancing your meeting experience. This innovative solution not only streamlines meeting operations but also optimizes productivity for teams across the board.

Moneyinfo serves as a comprehensive digital platform for wealth management and financial advisory firms, providing both a web and mobile interface that is customized to reflect the firm's brand identity. Clients can effortlessly access their complete financial landscape—including investments, savings, pensions, banking, mortgages, credit cards, insurances, and property valuations—all through a single secure login available around the clock. By consolidating data from various sources, it enables users to view their financial accounts and assets in one cohesive interface. The platform also features secure messaging, document sharing, and cloud storage, along with biometric login and integrated e-signature capabilities. This functionality allows advisers to communicate and collaborate more effectively with clients while ensuring adherence to compliance requirements. Additionally, Moneyinfo incorporates workflow automation, onboarding resources, and tailored portfolio and performance summaries, all delivered through a mobile app designed specifically for the firm, thereby enhancing client engagement and fostering loyalty. Furthermore, the platform's user-friendly design aims to simplify the management of a client's financial life, making it a valuable tool for both advisers and their clients.

Enhance your financial advisory services with greater ease and efficiency. Run your business more intelligently, set up accounts swiftly, and ensure a delightful experience for your clients. You can initiate accounts online in just a matter of minutes. Effortlessly create tailored model portfolios and engage in commission-free trading of fractional shares. Automate your rebalancing tasks, allowing you to set it and forget it. Finally, enjoy integrated investing and reporting features at a budget-friendly price. The first 100 client accounts are complimentary, with a subsequent charge of only $1 per account each month. Altruist Corp (“Altruist”) offers a powerful software platform designed to help financial advisors achieve superior results. Investment management and advisory services are supplied by Altruist LLC, an SEC-registered investment advisor, while brokerage-related services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Enjoy trading without commissions, meaning you can execute trades for free within brokerage accounts using either web or mobile platforms, although other fees may still apply. This innovative approach is designed to streamline your financial operations and elevate the performance of your advisory practice.

KaraX.ai serves as an intelligent meeting assistant designed to help teams capture every detail seamlessly, eliminating the need for manual note-taking. The platform can record or upload meetings from various sources such as Zoom, Google Meet, Teams, and in-person gatherings, providing instant access to transcripts, summaries, and actionable items. What sets KaraX.ai apart from conventional note-taking solutions is its ability to tailor templates for specific needs, including legal, board meetings, lectures, and sales, while also organizing the content into easily navigable spaces. Users benefit from the flexibility of accessing the service through web, iOS, and Android applications, ensuring that it can be utilized from virtually any location. With features like multi-language transcription, action item detection, and conversation analytics, KaraX.ai significantly enhances productivity and streamlines follow-up processes. This innovative tool is particularly useful for students, startups, legal and financial teams, as well as larger enterprises, all while maintaining a strong focus on security and compliance. Additionally, it integrates smoothly with popular tools such as Notion, Google Docs, and Slack, making it a convenient choice for professionals. KaraX.ai transcends basic transcription services by delivering speed, customization, and industry-specific insights, establishing itself as the preferred option for today’s dynamic work environments. Its commitment to continuous improvement and user-centric design makes it a standout resource for those looking to optimize their meeting productivity.

Complete control. No commissions. Maximum visibility. Accelerate the sale of your business with ExitAdviser. Is your business ready for the market? Does it present itself well? Have you taken all necessary steps? ExitAdviser tackles these essential inquiries by evaluating the marketability of your company. Remember, time is money, so make every moment count. ExitAdviser assists you in organizing your time effectively by creating a personalized schedule and optimizing your business for sale. With its comprehensive business valuation method, ExitAdviser empowers you to justify your asking price to potential buyers. This is made possible through the use of discounted cash flow (DCF), a highly regarded technique for assessing the value of a successful and active business. By projecting future cash flows and adjusting them to present value, you receive a precise valuation outcome that can significantly impact your sale process. With ExitAdviser, you can approach the sale of your business with confidence and clarity.

Organizations worldwide are integrating ESG and sustainability objectives into their financial and treasury operations. This transition opens up a significant opportunity for corporate banks to strengthen their relationships with clients and expand their business by guiding firms on the importance of ESG in these areas and offering advice on the implementation of ESG practices. In a landscape characterized by rapid market changes and financial constraints, asset owners are increasingly seeking insights, recommendations, and improved service levels from their asset managers. To meet these growing demands, asset managers are focusing on enhancing client-oriented strategies to both retain existing clients and attract new ones in a competitive environment. As a prominent global provider of strategic benchmarking, analytics, and insights tailored for the financial services sector, we belong to CRISIL, which is part of S&P Global, a renowned leader in analytics on a global scale. This affiliation strengthens our position in delivering valuable insights that help navigate the complexities of the financial landscape.

Proactor AI stands out as the pioneering proactive AI collaborator that actively participates in meetings, transcribing dialogues, recognizing speakers, and providing support rather than merely eavesdropping. While conversations take place, it crafts live summaries, emphasizes essential insights, identifies and allocates action items, and offers suggestions for ideas and subsequent steps effortlessly, without the need for prompts. Additionally, it maintains memory across different sessions, allowing users to inquire about past decisions, such as "What did we agree on last week?" or to access information from earlier meetings. Proactor also performs real-time research, retrieving pertinent data and resources on demand as discussions progress. Equipped with integrated tools for managing tasks, extracting insights, and generating ideas with a single click, it significantly minimizes the workload following meetings and enhances overall efficiency, helping users save approximately 30 minutes for every meeting. This innovative approach not only streamlines meeting processes but also empowers teams to focus on what truly matters.

Tools for academic advising and degree auditing are essential for promoting student success. These resources provide students with straightforward access to their educational journey, clarifying degree requirements and outlining the necessary steps toward graduation. They offer a holistic overview of a student's academic progress for both advisors and students, enabling the identification and mitigation of potential obstacles. Additionally, these tools assist in aligning the right degrees and programs with students' career aspirations and personal goals. They also target individuals who may require additional support to ensure they stay on track. By automating tedious tasks such as degree audits and transcript evaluations, staff can dedicate more time to offering personalized guidance to students. Furthermore, these systems can integrate courses from various institutions to help students meet their requirements efficiently. This comprehensive platform serves as a central hub for product resources, training, and support, keeping users informed and empowered. Ultimately, these tools play a crucial role in fostering an environment where students can thrive academically and achieve their aspirations.

We offer cutting-edge digital wealth and hybrid advisory software solutions to financial institutions, utilizing our acclaimed technology to accelerate the launch of digital business models while significantly reducing costs and conserving development time and resources. Our services support Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and various other organizations in establishing contemporary digital investing and saving offerings, as well as enhancing their existing platforms through our automation, innovation, and captivating online experiences. By employing our modular RESTful API-driven delivery model, firms can implement their own distinctive designs and experiences into their digital offerings, allowing them to stand out from their competitors and expedite their market entry. We deliver a range of digital solutions that encompass D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, and advanced Adviser Software alongside Portfolio Management Tools. Additionally, our commitment to innovation ensures that our partners are always equipped with the latest advancements in financial technology.

ConexED stands out as the premier comprehensive solution for appointment scheduling, student kiosks, video conferencing, and reporting tailored exclusively for the higher education sector. Our all-inclusive EdTech platform is designed to enhance student engagement, improve retention rates, and ensure equitable access to resources, whether students are on-campus or off, without requiring any software installation due to its cloud-based nature. By providing the convenience and flexibility for students, faculty, and staff to schedule meetings and connect from any location and device, we simplify the process significantly. The integrated scheduling system, combined with on-site kiosks, queuing functionalities, and a dynamic video meeting platform, empowers students to easily access essential support services such as admissions, financial aid, academic advising, and tutoring, as well as library resources and instructor office hours. Through this innovative approach, ConexED not only streamlines the process but also fosters a more connected educational community.

We provide a range of assistance and consulting services for both individuals and professionals, including IT support and strategic guidance for businesses, as well as search engine optimization (SEO) and cybersecurity solutions to safeguard against fraud risks. Our team is equipped to address your needs efficiently, whether it's protecting your sensitive files and personal information from cyber threats or recovering deleted data, all while keeping your budget in mind. Cybercriminals don’t discriminate; anyone can fall victim, regardless of their social media status, as they target bank accounts, assets, and personal information. Since our establishment in 1999, we have focused on cybersecurity, offering customized services tailored to your specific requirements, drawing from our extensive experience in corporate environments, risk prevention, and investigative practices. We prioritize a proactive approach to ensure your digital safety and peace of mind.

Software tailored for the financial services sector designed to enhance performance. Operating a financial services enterprise can be quite challenging, and that's where we step in. Throughout regions including the UK, Europe, North America, APAC, and South Africa, over 9,000 investment firms, wealth management companies, advisory services, trading entities, and brokerage firms are setting ambitious goals and achieving greater success with our performance-driven financial services software. The complexities of managing a financial services business are ever-increasing, with daily pressures on both resources and finances. As demands grow—be it more data, heightened compliance requirements, or fierce competition—we are here to assist. Globally, a multitude of financial advisors, wealth managers, investment managers, traders, lenders, and mortgage brokers depend on our innovative software to operate more efficiently and provide superior services to the countless individuals who depend on them. Originally known as QuantHouse, the industry leader in API trading technology, we have now transitioned to Iress, enabling our clients to enhance their data-driven trading strategies even further. Our commitment is to continually adapt and provide solutions that meet the evolving needs of the financial landscape.

Pre-sending alerts will ensure that you don't come up empty in keyword searches. The issue was already resolved by the time an email was sent. Employees will be more aware of compliance issues in the moment and take greater responsibility. A proven tool can help you demonstrate your commitment to SEC17(a)-4 compliance. You can forget it with our continually updated lexicon. We detect and stop potentially-violating emails before reaching the recipient. Flexible remediation options are available to allow the email to go ahead. All emails are saved for quick review and archived according to regulatory rules.

MeetMinutes is an innovative notetaking platform enhanced by artificial intelligence, designed to analyze, transcribe, and summarize meetings effectively. It guarantees precise summaries through a money-back assurance, enabling users to search for specific words within their meetings and instantly navigate to the relevant timestamps. The platform streamlines task management by transforming action items into tasks in your preferred management tool. Seamlessly integrating with Google or Microsoft calendars, it supports various platforms such as Google Meet, MS Teams, Zoom, and Webex. Additionally, MeetMinutes accommodates multiple languages within the same session, offering automated transcriptions, task tracking, and key insights, thus eliminating the hassle of manual note-taking. With its growing popularity, MeetMinutes is relied upon by more than 50 leading brands worldwide, showcasing its effectiveness and trustworthiness in enhancing productivity. This solution not only saves time but also ensures that important details are captured and easily accessible. It works for in-person conversations, telephonic conversations, as well as online conversations.

We provide a straightforward extension designed to enhance advising, tutoring, and coaching services, increasing engagement and streamlining your workflow. Our solution caters to numerous campus centers, each divided into distinct communities for better management. Through our mobile and web applications, we deliver a contemporary, mobile-first approach to scheduling. Features include direct calendar bookings, drop-in check-ins, group session options, in-app messaging, session reminders, user feedback, and more. The mobile application ensures a seamless and effective scheduling process. Users can easily browse providers, arrange appointments, and choose to meet either online or face-to-face, covering areas like tutoring, mentoring, and advising. As administrators face heavy workloads, our platform alleviates the tedious aspects of their responsibilities—automating most sessions to run smoothly and enabling real-time monitoring through an intuitive data dashboard. This way, administrators can focus on what truly matters: supporting their students and enhancing their educational experiences.

Google Meet - Save Captions and Transcription Use Tactiq's Chrome Extension to Google Meet to capture important conversations and not lose your focus while taking notes. It's easy to share and save live transcriptions from Google Meet. * Record the conversation and add timestamps. Identified Speakers * View the complete conversation history in real-time * Save the transcription to Google Doc automatically during the meeting * Enable captions automatically on calls * Highlight any important points during the Google Meet meeting * Export transcript in Tactiq meeting, TXT or Clipboard or securely store it on your Google Drive

Super Intern serves as an innovative AI assistant for meetings, streamlining the process of note-taking, offering support during discussions, and facilitating easy access to previous conversations. This tool records audio in real-time, transforms spoken words into text, and constructs organized notes concurrently as the meeting unfolds. Unlike conventional meeting bots that require an invitation to join, Super Intern utilizes the user's audio system to capture sound, thus avoiding the need to include another participant and alleviating the discomfort of having an automated entity present. Throughout the meeting, attendees can utilize the integrated Ask AI feature to ask questions about the dialogue, receive suggested responses, look up specific terms, retrieve references, or create follow-up inquiries, all while maintaining the meeting's momentum. Once the meeting concludes, Super Intern generates an enhanced summary that includes action items, a clickable transcript for easy navigation, and an option for downloading the notes. This comprehensive approach ensures that all participants leave with a clear understanding of the discussion and next steps.

MeetSave is a comprehensive AI meeting assistant that captures, transcribes, summarizes, and analyzes online meetings across major platforms like Google Meet, Zoom, and Microsoft Teams. Designed for modern remote and hybrid teams, it automatically detects and records meetings without requiring manual action, providing high-accuracy transcription with speaker identification and timestamps. The platform supports multi-language transcription and translation in over 50 languages, enabling global collaboration. Powerful smart search capabilities allow users to find decisions, topics, or action items quickly across extensive meeting histories. MeetSave offers easy sharing and customizable permissions for recordings and transcripts, along with multiple export formats including PDF, Excel, and JSON. Its cloud-based storage ensures meetings are accessible anytime, anywhere with 99.9% uptime. Security is a priority, with AES-256 encryption, SOC 2 certification, GDPR compliance, and ISO 27001 standards in place. Thousands of companies rely on MeetSave to save time, improve communication, and enhance meeting productivity.

Bubbles transforms how teams handle meetings and communication by combining AI-driven notetaking with asynchronous collaboration tools. The platform records and transcribes live meetings from Zoom, Google Meet, and Microsoft Teams, instantly turning conversations into clear action items. After each session, it delivers organized summaries and to-do lists for every participant, ensuring no detail is missed. Users can also annotate recordings, leave time-based comments, and continue discussions asynchronously through video or voice replies. By integrating directly with calendars and browsers, Bubbles seamlessly fits into any workflow. Its browser extension allows quick screen and voice recordings to handle updates and questions without scheduling a call. Built with security at its core, Bubbles ensures meeting data remains private and compliant. Teams using Bubbles report fewer follow-ups, faster decisions, and more productive collaboration across time zones.

A powerful tool to convert audio to text and transcribe it easily. EaseText audio to text converter is an offline AI-based automated audio transcription software that converts audio to text in real time. To keep your data secure and safe, the transcription can be run offline on your computer. It supports many languages and provides high accuracy. You can also customize the features to include the ability to transcribe multiple speakers or generate summaries of conversations and meetings. EaseText Audio Converter allows you to save the transcript file as TXT or WORD, HTML or PDF. Features: 1 Convert audio to text in high-quality 2 Transcribe speech to text in real-time 3 Record Meeting & Take Notes from Microsoft Teams, Google Meet and Zoom 3 Batch file conversion at high speed 4 Support saving text transcripts as PDF, HTML or TXT. 5 Support different languages, such as English

ReadMeeting is an innovative AI-driven application that effortlessly captures both audio and visual aspects of your meetings in real time, generating clear and organized summaries with just one click, thus eliminating the need for manual note-taking. It efficiently transcribes discussions, identifies pivotal moments, and highlights actionable items and decisions from each meeting. Once a meeting concludes, ReadMeeting produces a comprehensive report that can be easily exported as a PDF, ensuring you have a polished record of the conversations that took place. The tool also categorizes meetings by teams, which helps maintain a tidy organization of all summaries and recordings. Users frequently find they reclaim over two hours each week by relying on these automated summaries instead of sifting through lengthy meeting recordings. Furthermore, ReadMeeting operates solely through its own interface, requiring no additional bots or browser extensions to function effectively, making it a user-friendly solution for busy professionals. This means that it streamlines the entire meeting documentation process, allowing teams to focus more on their work and less on administrative tasks.

Enhance your case-building strategies and secure a competitive advantage by achieving over 90% accuracy in outcome predictions. Swiftly pinpoint analogous decisions based on relevant factors and their results, instead of relying solely on keywords. With assurance, forecast outcomes and recognize authoritative figures while understanding the influence of critical factors on your stance. Identify potential threats to your position by analyzing factors and decisions that might pose risks. Effortlessly create and adjust intricate tax entity diagrams, streamlining your workflow. Within minutes, develop a polished research summary tailored for clients. Articulate compelling arguments grounded in a multitude of pertinent decisions, and explore similar rulings by focusing on relevant factors and results. Empower junior team members to uncover essential elements in judicial outcomes, enabling them to contribute meaningfully. Utilize insights from previous cases to guide clients toward the most advantageous actions. Evaluate the precision of your assessments and compute associated risks, ensuring a robust defense of your position with the backing of an impartial third-party report. Additionally, broaden your understanding of the legal landscape by continuously updating your knowledge of emerging trends and shifts in case law.

Brief My Meeting is an innovative platform that leverages artificial intelligence to provide tailored pre-meeting briefs, which are sent via email prior to any external calendar event, ensuring users have crucial insights about their meeting participants, prior discussions, and important documents without the hassle of sifting through their inboxes. By securely integrating with Google or Outlook calendars, the platform compiles pertinent email exchanges, attachments, historical meeting notes, and research on attendees—including LinkedIn profiles and company information—to create a streamlined brief that arrives a few hours before the meeting, enabling you to enter discussions fully prepared. This tool is specifically designed to prevent the frantic search for context just before meetings, as it gathers and condenses email and calendar histories, attendee insights, and relevant links into one easy-to-read summary, ultimately enhancing meeting efficiency and fostering seamless communication throughout ongoing dialogues. Moreover, this approach not only saves time but also empowers users to engage more meaningfully during conversations.

AdvisorTrac offers robust management and tracking solutions tailored for advising, counseling, and various student support service centers within higher education institutions. Integrate seamlessly with your student information system to keep contact, demographic, and enrollment information from your registrar precise and current. Effectively oversee staff across different centers and locations by setting custom permissions, ensuring that access is granted only to the relevant users. You can assign advisors to students, document all interactions, organize appointments online, and automate your preferred custom reports. By utilizing AdvisorTrac, you not only enhance the experience for students and staff but also elevate the overall quality of your advising services significantly. This comprehensive platform is designed to streamline operations and foster a more supportive educational environment.

Designed to be the most flexible meeting productivity tool for the hybrid work era, Airgram empowers teams to have meetings in the most efficient, engaging and enjoyable way possible. With Airgram, teams or individuals will be able to: - Record and transcribe Zoom, Google Meet, or Microsoft Teams meetings with speaker identification in real time. - Collaborate on meeting minutes, and assign action items with due dates. - Share meeting notes to Slack, or export transcripts to Notion, Microsoft Word, and Google Docs to keep everyone posted. - Review meetings with HD video recordings and timestamped notes. Skim for crucial information via AI-based entity extraction. - Create clips from an unstructured text to turn your meetings into key highlights. - Manage shared recordings, transcripts, and meeting notes with team members together in the workspace. Have you tried Airgram yet? Was Airgram helpful for you? How can we make Airgram better for you? Share your feedback here! :)

Docusoft collaborates with financial professionals to develop software and create innovative solutions. We address issues such as document management, cloud file storage and client data management, workflow processes and data protection. File sharing, document delivery, electronic signatures, and file sharing are just some of the many areas we address. We work together to create the best software solutions possible for accountants, insolvency professionals, financial and business advisors, and other professional service businesses around the world. Every transaction or business communication results in the creation or modification of files and documents. Docusoft CloudFiler is the best cloud document management tool to manage your business communications. Users can search, retrieve, create, automate, and process business documents from any web browser. OCR search features are also available to review documents.