Solutions | Sidekick

Explore ways to use Sidekick

Sidekick is powerful enough for any size organization, but easy enough for a single professional.

Financial Planning

Productivity

Sidekick helps you capture, store, and analyze the information you capture to support client relationships throughout the planning lifecycle.

Young Vietnamese intern lawyer busy with work

Financial Planning

Compliance Readiness

Sidekick keeps digital recordings organized and easily searchable for fast retrieval.

Insurance

Claims Management

Track client interactions and capture important information in-call with data entry fields to help guide customers, adjudicate claims, plan negotiations, and identify potential fraud.