Acronym
Knapsack
Product ID
Knaspack_Pro
Description

Private& compliant meeting assistant.

Images
Image
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Details
  • Knapsack records meetings privately, without storing client data on any other cloud.  Our starter app is completely free.
  • Knapsack’s Email Autopilot allows you to manage emails between meetings, autodrafting responses and ensuring FINRA and SEC compliance.
  • Say bye to the bots — Knapsack does not insert meeting bots into your client meetings, resulting in a better experience.
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Details
  • Knapsack Pro allows deep integrations into your CRM and other enterprise tools.
  • Take advantage of a rich library of automations to streamline your work while maintaining compliance.
  • SOC2 & HIPAA compliant
Features

Private& compliant meeting assistant:

  • Private, secure notetaking and email tool
  • Workflow automation for advisor
  • CRM & calendar integration

 

Management Style
Schwab Products
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