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
Tetra seamlessly connects to your calls to take comprehensive notes, allowing you to concentrate on the discussion and recall important details later. Just add bot@asktetra.com to your scheduled call on the calendar, and we’ll connect with you shortly before it begins. Alternatively, you can initiate a call anytime using our web application. When your meeting starts, accept and merge Tetra's call, and we will commence transcription instantly. After Tetra has finished transcribing, you can read, listen to, and search your notes within our web app. You can share these notes with your team and easily export them to your preferred productivity apps. If you remember a particular phrase or topic discussed during the call, simply type it in, and we’ll direct you back to that part of the conversation. Help keep your team informed by sharing a link to the notes with those who were unable to attend. Your notes can be exported to Evernote, Dropbox Paper, Slack, email, and Google Docs, or you can reach out to us to integrate your favorite tool. Unlike many other transcription services, we ensure you receive your notes by the end of the day, or the call is complimentary, guaranteeing you a risk-free experience. Tetra's efficient process allows you to stay organized and on top of your tasks, enhancing productivity across your team.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
AWS Marketplace
No
Dropbox
No
Evernote
No
Google Cloud Platform
No
Google Docs
No
Slack
No
Integrations
AWS Marketplace
Yes
Dropbox
Yes
Evernote
Yes
Google Cloud Platform
Yes
Google Docs
Yes
Slack
Yes
Pricing Details
$49 AUD/month
Free Trial
No
Free Version
Yes
Pricing Details
$100 per month
Free Trial
Yes
Free Version
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
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
Yes
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)
Yes
In Person
No
Vendor Details
Company Name
Sombra
Founded
2023
Country
Australia
Website
getsombra.com
Vendor Details
Company Name
Tetra
Founded
2017
Website
asktetra.com
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
Call Recording
Archiving
No
Call Sharing
No
Distributed Call Recording
No
Event Triggered Recording
No
File Transfer
No
Instant Retrieval
No
On-Demand Recording
No
Recording Bookmarking
No
Scheduled Recording
No
Screen Activity Recording
No
Video Call Recording
No
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