See how Sombra empowers different roles in your organization to capture, analyze, and leverage meeting insights for better outcomes.
Capture every detail of client discussions, from investment preferences to risk tolerance, ensuring nothing is missed.
Automatically identify patterns in client needs and preferences across meetings to inform your advice strategy.
Reduce post-meeting documentation time by 80%, allowing more focus on client relationships.
Risk profile changes and justifications
Investment strategy discussions
Estate planning considerations
Insurance needs analysis
Retirement planning goals
Generate detailed meeting summaries with clear next steps and action items for effective follow-up.
Track prospect concerns and objections across meetings to refine your sales approach.
Identify and track potential opportunities mentioned during conversations.
Key decision criteria discussed
Competitive positioning insights
Budget and timeline details
Stakeholder preferences
Product feature requests
Access structured meeting notes that align perfectly with SoA requirements.
Ensure all necessary information is captured and properly documented for compliance.
Seamlessly work with advisors through shared, detailed meeting documentation.
Client goals and objectives
Risk profile assessments
Product recommendations
Strategy justifications
Implementation priorities
Ensure consistent onboarding processes with templated note-taking and checklists.
Identify common patterns and bottlenecks in onboarding conversations.
Maintain detailed records of client preferences and requirements from day one.
Service expectations
Communication preferences
Documentation requirements
Initial concerns addressed
Welcome pack customization
Join forward-thinking financial services teams already using Sombra to turn their meetings into valuable insights.