Agent-Driven Notes forFinancial Planners
Transform your client meetings into actionable insights with our intelligent AI agents. Capture every detail, automate compliance, and unlock valuable patterns in your client conversations.
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Time Saved on Documentation
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Compliance Accuracy
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Meetings Processed
Meet Your AI Meeting Assistant Team
Multiple specialized AI agents work together to capture, analyze, and organize your client meetings with unprecedented accuracy and insight.
Conversation Capturer
Transcribes meetings with 99% accuracy, capturing nuanced client discussions, questions, and concerns in real-time.
Insight Analyzer
Identifies key financial goals, risk preferences, and investment priorities from natural conversations.
Pattern Detector
Uncovers trends across meetings to identify opportunities, risks, and trends in your client relationships.
Beyond Simple Transcription
Our AI agents work collaboratively to transform your client meetings into a goldmine of actionable insights and compliance-ready documentation.
Instant Documentation
Automatically generate detailed meeting notes and compliance documentation in real-time.
Smart Analytics
Gain deep insights into client preferences and behavior patterns over time.
Compliance Ready
Meet regulatory requirements with automated compliance checks and documentation.
Everything You Need in One Place
Sombra combines powerful AI technology with an intuitive interface to deliver a seamless documentation experience tailored for financial advisors.
Meeting Recording
Capture every client interaction with crystal-clear audio and video recording.
- •Automatic cloud backup
- •Secure storage
- •Easy playback and review
Smart Documentation
Generate comprehensive meeting notes and summaries automatically.
- •Custom templates
- •Compliance checks
- •Automated formatting
Analytics Dashboard
Track client engagement and relationship health with powerful analytics.
- •Sentiment analysis
- •Trend detection
- •Performance metrics
Client Management
Keep track of all client interactions and preferences in one place.
- •Contact history
- •Preference tracking
- •Action items
Compliance Tools
Stay compliant with automated checks and documentation.
- •Regulatory updates
- •Audit trails
- •Risk assessments
Integration Ready
Connect with your existing tools and workflows seamlessly.
- •CRM integration
- •Calendar sync
- •API access
Real-Time Sentiment Analysis forDeeper Client Understanding
Our advanced AI analyzes every conversation to uncover client sentiment, preferences, and opportunities that often go unnoticed.
Client Satisfaction
The client expresses comfort with the investment strategy and appears to trust the advisor's guidance.
Trust Level
Investment Alignment
Service Opportunities
- Insurance review needed (High Priority)
- Tax optimization consultation
- Education on market-linked investments
Client Profile Analysis
Key Insights
Communication Style
Open and collaborative, values professional guidance
Key Motivators
Financial security for self and partner, retirement planning
Timeline
Retirement in 20 years, stable career outlook
Unlock Deep Client Insights withAI-Powered Analysis
Transform every conversation into actionable insights by automatically detecting client sentiments, priorities, and hidden opportunities.
Trust Level
The client demonstrates a high level of trust in the advisor's guidance and shows strong confidence in the recommended approach.
Investment Timeline
The client is planning for retirement in 15-20 years and has a stable career outlook.
Estate Planning
The client is interested in providing for their children's education and has concerns about family legacy.
Tax Considerations
The client is looking for tax-efficient investments and has concerns about capital gains.
Turn Every Conversation into Actionable Intelligence
Our AI doesn't just transcribe - it understands the nuances of client communication and helps you build stronger relationships.
Emotional Intelligence
Detect subtle emotional cues and sentiment changes throughout client conversations to better understand their needs.
Proactive Insights
Identify opportunities and potential concerns before they become issues, enabling more proactive client service.
Relationship Analytics
Track relationship health and engagement levels over time with detailed metrics and trend analysis.
Enterprise-Grade Security
Your data security and privacy are our top priorities. Unlike traditional SaaS solutions, Sombra gives you complete control and ownership of your data.
Dedicated Infrastructure
Not a shared SaaS platform - each customer gets their own dedicated instance hosted on their infrastructure, ensuring complete isolation and control.
Your Data, Your Control
Private database instance for each customer, ensuring your sensitive data never mingles with other organizations' data.
End-to-End Encryption
All data is encrypted in transit and at rest using industry-standard protocols.
Complete Data Sovereignty
Full ownership and control of your data with the ability to choose where it's stored and how it's managed.
Custom Security Policies
Implement your organization's security policies and compliance requirements with full control over your instance.
Regular Security Updates
Stay protected with the latest security patches and updates, deployed on your schedule.
Ready to Transform Your Practice?
Join thousands of forward-thinking financial advisors who are already using Sombra to streamline their practice and deliver better client experiences.
No credit card required • 14-day free trial • Full access