Powder
Powder is a data aggregation and analytics company for wealth managers. It helps aggregate financial information for prospects and clients from documents as well as customer relationship data from online conversations. By providing advisors with more holistic data, Powder enables advisors to learn more about their clients and provide better advice.
Powder Meetings allows users to automatically take the necessary information from the Zoom meetings into the Powder application. The users can let the 'PowderAI' bot join the Zoom meetings and the bot will:
- Transcribes the meeting
- Records meeting video
- Creates Summaries
- Creates Action Items
- Captures Insights that you can customize
- Creates a mind map of your prospect that arms you with the knowledge to win clients faster.
- Integrate with your CRM to enrich your management dashboards.
- Integrate with your calendar to join meetings automatically
Benefits
- Increase win rate
- Build trust quicker to reduce average deal time
- Reduce manual note taking and analysis work
- Uplift personalization to demonstrate your value
Message Kanishk Parashar
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.
User
user_zak:read