TMateTMate AI
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Related Products
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About
From customer interviews to project meetings, TMate transcribes and captures 10x more key findings, helping you jump straight to impactful actions, streamline workflows, and leverage call analytics for superior decision-making. With automated transcripts, summaries, and AI-curated highlights, TMate does the heavy lifting to analyze your conversations in minutes. Ask the AI assistant anything about your meeting using natural language - Instantly find key information, generate custom summaries, or draft follow-up emails. TMate does the heavy lifting, turning conversations into high-standard, actionable content, primed for your next steps. Say goodbye to manual, time-consuming post-meeting tasks. Stay on top of project issues. Instantly recognize complaints, barriers, and knowledge gaps, empowering you to take immediate action.
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About
Build stronger relationships with your clients by being fully present and engaged in every client interaction. Zocks captures personal and financial details from client conversations without the need for recordings, and integrates with your CRM to automate your follow up tasks, communications, and workflows.
Zocks captures all the details you need from conversations — without the need for recordings. Zocks analyzes virtual and in-person conversations in real time, and automatically captures key details on your client’s financial situation, investment goals, and life events. Never miss an important personal or financial fact again.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Businesses searching for an AI assistant designed to capture more insights
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Audience
Financial advisors interested in a powerful AI meeting assistant
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$67 per user per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationTMate AI
Founded: 2023
United States
www.tmate.ai/
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Company InformationZocks
Founded: 2022
United States
www.zocks.io
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Gmail
Not Supported
Google Meet
Not Supported
Microsoft Outlook
Not Supported
Microsoft Teams
Not Supported
Practifi
Not Supported
Redtail CRM
Not Supported
Salesforce
Not Supported
SmartOffice
Not Supported
Wealthbox
Not Supported
Zoom
Not Supported
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Integrations
Gmail
Supported
Google Meet
Supported
Microsoft Outlook
Supported
Microsoft Teams
Supported
Practifi
Supported
Redtail CRM
Supported
Salesforce
Supported
SmartOffice
Supported
Wealthbox
Supported
Zoom
Supported
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