Redefining excellence in client engagements.
Check out SOFI’s features of perfect memory, pattern recognition, and data-driven insights.
Enhance client relationships
Free yourself up for client focus.
Automate meeting notes
Generate context-aware, targeted follow-ups.
Boost productivity
Integrate data with your tech stack.
Analyse meetings
Six-lens analysis for comprehensive meeting reviews.
Uncover critical insights
Maximise opportunities through prompted support.
Meeting Library
Store, organise and access a complete library of all your meetings. Analyse key insights, batch meetings into groups and sync them with your CRM to track performance.
Meeting Replay
Uncover hidden opportunities by reviewing cross-meeting trends, helping you understand what’s working and where to improve. Gain a holistic view of your client interactions and ensure nothing is overlooked.
Content Analysis
SOFI customises meeting breakdowns with six Institutional Investment lenses, providing deep insights into how your pitch resonated. Track your messaging consistency across multiple meetings to identify common themes or discrepancies.
Messaging Analysis
This tailored analysis sharpens your client approach, shortens sales cycles, and strengthens relationships – giving you a competitive edge.
Instant Follow Up
Post-meeting, SOFI provides instant, actionable insights. Whether it’s identifying unanswered questions or highlighting areas to revisit, SOFI ensures you’re always prepared.
Seamless Follow Up
With automated summaries, reminders, and tailored advice, your follow-up becomes seamless, allowing you to focus on building relationships while SOFI handles the details.
Tracking Delivery
Continuously improve your presentation skills by tracking metrics across meetings.
Targeting Delivery
Measure progress and refine your approach over time, ensuring each interaction is more impactful than the last. SOFI’s performance insights help you stay motivated and always primed for the next level of excellence.
