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What is Sombra?

Sombra takes a client meeting and converts it into a detailed file note that is ready for advisers, subsequently guiding ongoing work and establishing a dynamic client record that emphasizes areas needing attention while ensuring follow-up actions are appropriately contextualized. Designed specifically for Australian financial advisory firms and in accordance with AFSL regulations, it serves to enhance the capabilities of teams rather than detract from them. Sombra provides insightful suggestions, organizes relevant information, and prioritizes tasks, enabling advisers to review and approve decisions with greater confidence. Furthermore, a growing selection of specialized AI teams works in tandem, offering real-time tools such as Regulatory Watch. Hosted in Australia, your data is never used for training AI models, guaranteeing privacy and security. You can start with three free file notes without requiring any payment information. This cutting-edge solution not only simplifies client management but also strengthens the relationships between advisers and their clients, ultimately fostering a more collaborative and effective advisory environment. By leveraging technology in this manner, firms can efficiently address client needs while maintaining high standards of service.

What is Hurd.ai?

Hurd.ai allows you to effortlessly capture every nuance of lectures, meetings, and conversations, enabling you to focus entirely on the discussion while it efficiently records, tags, and summarizes the transcripts for you. This support helps you stay engaged and present, eliminating the distraction of note-taking or the anxiety of missing essential points. Unlike many other services that charge per minute or limit usage, Hurd.ai offers unlimited recording options, granting you the freedom to document everything you need without restrictions. Utilizing cutting-edge AI machine learning technology, it converts audio recordings into easily searchable text that you can highlight, filter, and organize. You can save precious time and lessen your workload as Hurd.ai automatically produces titles, tags, and summaries for your transcripts, thus optimizing your workflow. Furthermore, the inline editing capability allows you to refine and personalize your transcripts as necessary, ensuring that your notes are both thorough and aligned with your individual preferences. With Hurd.ai, not only do you enhance your productivity, but you also ensure that your documentation process is both efficient and tailored to your needs.

Media

No images available

Media

Integrations Supported

iCloud

Integrations Supported

iCloud

API Availability

Has API

API Availability

Has API

Pricing Information

$49 AUD/month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Sombra

Date Founded

2023

Company Location

Australia

Company Website

getsombra.com

Company Facts

Organization Name

Hurd.ai

Company Website

hurd.ai/

Categories and Features

Note-Taking

Categories / Organization
Clip From Web
Document Scanning
Formatting / Markdown
Handwriting
Hyperlinking
Image Insertion
List/Checklist Creation
Printing
Search
Sharing / Collaboration
Syncing
Templates
Voice Notes

Categories and Features

Note-Taking

Categories / Organization
Clip From Web
Document Scanning
Formatting / Markdown
Handwriting
Hyperlinking
Image Insertion
List/Checklist Creation
Printing
Search
Sharing / Collaboration
Syncing
Templates
Voice Notes

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