mallowstreet - SOFI
Discover SOFI
SOFI is a comprehensive Meeting Intelligence platform for the Financial industry. Engineered specifically for the financial sector, SOFI is a tool designed for institutional clients including asset management firms, investment advisors, and professionals within the pensions and insurance fields. SOFI empowers your organization to capture the full essence of every meeting through its state-of-the-art AI-driven analysis.
Key Features and Value Proposition
Comprehensive Analysis: Upload your meeting recordings to the SOFI platform to unlock a wealth of insights. From detailed transcriptions to nuanced analyses, including summaries, key points, and actionable items based on the conversation's core topics or "lenses".
Presentation Feedback: Enhance your presentation skills with SOFI's feedback on the quality of language and engagement during your meetings. A valuable asset for continuous professional development.
Enterprise-Level Integration: With a corporate license, integrate SOFI analyses directly into your organization's CRM system, streamlining your workflow and enhancing team productivity.
Ideal for Professional Environments
SOFI is the ultimate tool for professionals seeking to optimize meeting outcomes and improve presentation skills within the financial sector. It’s an indispensable asset for teams aiming to elevate their strategic discussions and client engagements.
Subscription Information
Enterprise Subscriptions: SOFI's services are accessible via enterprise subscriptions purchased by your organization. Individual purchase options are not available. Ensure your organization acquires an enterprise SOFI license to take advantage of our platform’s full capabilities.
May include administrator name, account email address, billing information, and account plan information.
May include user name, display name, picture, email address, phone number, job information, stated locale, account, user ID, contact lists added by the account or user (which may include contact information a user imports from a third-party app), and other profile information.
Information about participants’ computers, phones, and other devices, which may include information about speakers, microphone, and camera, OS version, hard disk ID, PC name, MAC address, IP address (and general location at the country level derived from it), and other device information.
May include access to calendar of scheduled Zoom meetings and webinars, and related details about those meetings and webinars.
Preferences and settings, which may include whether a passcode or a waiting room is required, permitted event capacity, screen sharing settings, and other settings and configuration information.
Information that is necessary for the app to function properly, which may include your Zoom user ID, session IDs, meeting role, and other basic identifiers and information about your meeting, webinar, or chat.
May include name, display name, email address, phone number, user ID, and other profile information.
Content generated in Zoom products, which may include audio, video, messages, transcriptions, feedback, responses to polls and Q&A, and files, and related context , such as invitation details, meeting or chat name, and meeting agenda.
Information people provide when registering for a Zoom meeting, webinar or recording, which may include name and contact information, responses to registration questions, and other registration information.
Information about how people and their devices interact with Zoom products, which may include when participants join/leave, whether participants sent messages and who they message with, performance data, and other usage information and metrics.
Manage cameras and microphones on the device(s) where you use this app, including switching between available cameras and microphones (e.g. laptop, webcam) and turning them on/off.
Manage your account, which may include creating sub-accounts or changing account plan options.
Manage account profile and contact information, which may include adding or removing users, or updating a user's role, group, name, display name, picture, email address, phone number, job information, location, and other profile information if authorized by a user with appropriate permissions.
Manage preferences and settings on the account or profile using the app, which may include updating meeting and webinar configuration preferences, email notification preferences, and configuring Zoom Phone, Zoom Room, and telephony devices.
Manage content and information generated in the context of Zoom experiences, which may include audio, video, messages, meeting or chat name, agenda, transcriptions, and responses to polls and Q&A.
Manage participants, which may include assigning participants to specific breakout rooms and specifying an interpreter for the session.
Manage registration information, which may include scheduling Zoom experiences or adding or deleting registrants.
User
user:read:zak