michael.pendergrass
Acronym
Knapsack
Product ID
Knaspack_Pro
Description
Private& compliant meeting assistant.
Images
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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
Vendors
Management Style
Schwab Products
Section