Myko lets bankers and relationship managers capture notes, log meetings, and create follow-ups instantly - just by speaking.
"Send a follow-up with the CIM by next week and schedule the next call for Thursday."
Relationship managers log only 42% of meetings in CRM
— Deloitte Survey, 2024
Critical client intel left in notebooks or Apple Notes
Midnight follow-up emails that go uncaptured
Myko can help get you the intelligence you need to prepare for that meeting
Myko changes everything. When Notes Aren’t Logged, Pipeline Clarity Disappears
Myko captures what matters — instantly and securely — so bankers can focus on relationships, not reports.
Speak once. Myko transcribes and files notes in Salesforce automatically
Action items are created in real time - no admin backlog, no lost momentum
Myko can help get you the intelligence you need to prepare for that meeting