Sidekick Playbooks
Sidekick Playbooks are in-call guides to help you capture all the information your team needs. Use standard playbooks or build your own....
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Communications Intelligence
"Sidekick delivers high levels of accuracy and the clever design reduces the effort in planning for a call and writing up file notes."
Todd Burnell, CFP
Senior Financial Planner / Director at
Silway Private Wealth
What does Sidekick do?
Sidekick is a call recording, transcription and analysis tool that reduces the time spent taking notes on client-calls so you can focus on the conversation.
Sidekick summarizes your calls into easily searchable documents useful for meeting planning, compliance reporting, and keeping your team aligned.
Customer experience
Sidekick from SpotON AI captures and analyzes your customer-facing interactions across voice and video to deliver your team the insights they need to build client relationships and manage compliance demands.
Productivity
Sidekick autonomously captures client interactions to help your teams collect the right data in every call and save hours preparing file notes, sharing information with colleagues, and call planning. Digital voice and text files are easily searchable to retrieve the information you need quickly.
Security and Control
Sidekick is hosted locally in Australia, New Zealand, and the United States. All data and recordings can be stored, retrieved, and deleted at any time.
Why communications intelligence?
Swap revenue and compliance uncertainty for client success with easy voice and video analysis.
Being a financial planner or insurance professional is no easy task today. Demands on your time are fierce and the hours you want to spend with clients often goes to managing information and ensuring you are staying compliant with regulations and standards. In interviews of many planners, we learned that they struggled with capturing and working with information. Hand-written notes, spotty recall of prior conversations, and incomplete CRM data that had little context created time sinks in their personal productivity.
Without an efficient process for accessing and summarizing client communications, planners and their teams spend hours reviewing notes and filling in gaps. But despite this manual effort, most still resort to guesswork and memory when preparing documents and planning for calls. The results are lost client opportunities and lost time.
We think AI tools built to support personal productivity can help solve the problem. So, we built Sidekick, a software product that not only records client conversations, but also summarizes, analyzes, and stores the results in easily searchable files. This new approach can help teams capture data more consistently, and keep and share better notes with less effort.
Let Sidekick do the work for you
Balancing client time with compliance requirements is simply how we do business now. And a lack of accurate communications data slows client relationships and creates unacceptable regulatory and reputational risks. Transform your data into a business asset with Sidekick.
Capture call details consistently
Record, transcribe, and store communications securely.
Get new insight
Uncover trends and patterns in the data to support your client and practice management.
Easily search files
Search for key moments in calls and transcripts using keywords, topics, and tags.
Compliance readiness
Respond efficiently to compliance needs with a digital history in the voice of the client.
Ensure data quality with Playbooks
Build your own interactive checklist to get the info you need on each call.
Context aware CRM
Add rich data to your CRM automatically and realize the full potential of your data.
Learn about Sidekick
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