Never worry about logging information in Salesforce again
Never worry about logging information in Salesforce again
Myko lets bankers and relationship managers capture notes, log meetings, and create follow-ups instantly - just by speaking.
Myko lets bankers and relationship managers capture notes, log meetings, and create follow-ups instantly - just by speaking.
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Myko AI
Send a follow-up with the CIM by next week and schedule the next call for Thursday.
Myko
I’ll create a follow-up task to send the CIM next week and schedule the next call for Thursday.
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Create Event Record
Opportunities
Myko
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The Hidden Cost of Field Admin Work
The Hidden Cost of Field Admin Work
Relationship managers log only 42% of meetings in CRM
— Deloitte Survey, 2024
Relationship managers log only 42% of meetings in CRM
— Deloitte Survey, 2024
Never Forget Another Interaction
Critical client intel left in notebooks or Apple Notes
Never Forget Another Interaction
Critical client intel left in notebooks or Apple Notes
Never Forget Another Interaction
Critical client intel left in notebooks or Apple Notes
Use Your CRM To Your Advantage
Midnight follow-up emails that go uncaptured
Use Your CRM To Your Advantage
Midnight follow-up emails that go uncaptured
Use Your CRM To Your Advantage
Midnight follow-up emails that go uncaptured
Keep Your Team Up To Date
Myko can help get you the intelligence you need to prepare for that meeting
Keep Your Team Up To Date
Myko can help get you the intelligence you need to prepare for that meeting
Keep Your Team Up To Date
Myko can help get you the intelligence you need to prepare for that meeting
Make Client Interactions Easier
Make Client Interactions Easier
01
Log critical information
Speak once. Myko transcribes and files notes in Salesforce automatically
01
Log critical information
Speak once. Myko transcribes and files notes in Salesforce automatically
01
Log critical information
Speak once. Myko transcribes and files notes in Salesforce automatically
02
Generate instant action items
Action items are created in real time - no admin backlog, no lost momentum
02
Generate instant action items
Action items are created in real time - no admin backlog, no lost momentum
02
Generate instant action items
Action items are created in real time - no admin backlog, no lost momentum
03
Get the intelligence you need
Myko can help get you the intelligence you need to prepare for that meeting
03
Get the intelligence you need
Myko can help get you the intelligence you need to prepare for that meeting
03
Get the intelligence you need
Myko can help get you the intelligence you need to prepare for that meeting
TrevorMonday at 5:09 PM
Audio▼
0:00
1x
Show me the meeting prep for SummitPoint Financial Group.
View transcript5 replies
MykoAPPMonday at 5:09 PM
Account Details
- Website: https://summitpointfg.com/
- Phone: (212) 555-7741
- Address: 480 Madison Circle, New York, NY 10011
- Last Activity: 2025-01-30
Key Contacts
- Karen Liu — VP of Operations — kliu@summitpointfg.com
- Marcus Elden — Compliance Officer — melden@summitpointfg.com
Areas of Focus
- Commercial lending and mid-market credit lines
- Wealth management services for high-net-worth clients
- Regulatory compliance modernization (KYC, AML, UDAAP reviews)
Current Systems
- CRM: CoreBridge360
- Risk & Compliance: IntegraMonitor
- Document Management: ArchiveFlow
Open Evaluation or Opportunity
- Evaluation: InsightTrack Compliance Automation Suite (fictional product)
- Status: Completed data mapping workshop; early review shows 18% reduction in manual exception handling
- Next Steps: They requested pricing for enterprise licensing and SOC2 documentation for security review
TrevorMonday at 5:09 PM
Audio▼
0:00
1x
Show me the meeting prep for SummitPoint Financial Group.
View transcript5 replies
MykoAPPMonday at 5:09 PM
Account Details
- Website: https://summitpointfg.com/
- Phone: (212) 555-7741
- Address: 480 Madison Circle, New York, NY 10011
- Last Activity: 2025-01-30
Key Contacts
- Karen Liu — VP of Operations — kliu@summitpointfg.com
- Marcus Elden — Compliance Officer — melden@summitpointfg.com
Areas of Focus
- Commercial lending and mid-market credit lines
- Wealth management services for high-net-worth clients
- Regulatory compliance modernization (KYC, AML, UDAAP reviews)
Current Systems
- CRM: CoreBridge360
- Risk & Compliance: IntegraMonitor
- Document Management: ArchiveFlow
Open Evaluation or Opportunity
- Evaluation: InsightTrack Compliance Automation Suite (fictional product)
- Status: Completed data mapping workshop; early review shows 18% reduction in manual exception handling
- Next Steps: They requested pricing for enterprise licensing and SOC2 documentation for security review
Frequently asked questions
Frequently asked questions
Find quick answers to common questions about Myko.
Find quick answers to common questions about Myko.
How can we use the product?
Are you able to connect to other data sources?
Can you connect to our custom objects?
How do you connect to Salesforce?
How does permissioning work?
How much effort is required for an admin to set up Myko AI?
How can we use the product?
Are you able to connect to other data sources?
Can you connect to our custom objects?
How do you connect to Salesforce?
How does permissioning work?
How much effort is required for an admin to set up Myko AI?
How can we use the product?
Are you able to connect to other data sources?
Can you connect to our custom objects?
How do you connect to Salesforce?
How does permissioning work?
How much effort is required for an admin to set up Myko AI?
Carry out any of your admin tasks across systems
Myko's natural language interface enables you to carry out workflows in any software your team uses.
Carry out any of your admin tasks across systems
Myko's natural language interface enables you to carry out workflows in any software your team uses.
Carry out any of your admin tasks across systems
Myko's natural language interface enables you to carry out workflows in any software your team uses.