After two months of use across multiple departments, this reviewer finds the tool essential for improving workflows and data visibility. There are ongoing discussions about refining access-level control, which is necessary for ensuring data privacy.
View Full Review
My initial thought during the evaluation process, was that Synopsis AI was too good to be true. Having run large data analytics models with traditional cloud infrastructure, data lakes, and employing teams of database engineers, BI Analysts and report writers, I was both intrigued and and a bit skeptical of what this product could actually do. But, if it was as easy to implement/train/query, and could do even half of the things that were presented, I concluded it would be well worth pursuing.
The Synopsis team not only delivered what they promised, the AI tool completely exceeded my expectations. We were able to connect multiple data sources and begin creating reports, data apps, and workflows within weeks. Fast forward 3 months and now we have non technical end users creating meaningful data analytics and insights to understand and promote visibility to all aspects of our business.
This is a powerful tool that I believe will continue to give us a completive advantage in our market. Review collected by and hosted on G2.com.
This is a relatively new technology and there are use cases, workflows and security items related to our business that are not yet fully streamlined. That being said, the Synopsis team is very responsive and works quickly to make our desired enhancements. Review collected by and hosted on G2.com.
What I like best about Synopsis is how it helps me better understand our business and identify where my focus should be to keep moving it forward. It turns our data into clear, actionable insights, allowing me to make more informed decisions and prioritize what matters most.
Synopsis has also dramatically improved our team's efficiency. Tasks that previously would have taken days or even weeks can now be completed in just a few hours. This gives me more time to focus on strategy, execution, and supporting my team.
It has also made us manage our teams better by giving us a clear picture of each representative’s strengths and areas for improvement. With that visibility, we can provide more targeted coaching, help each rep develop in the areas where they need support, and continue investing in the strengths that make them successful. Review collected by and hosted on G2.com.
There isn’t much I dislike about Synopsis. Like any evolving platform, there are occasional bugs, but they have not been a major concern because our rep, Kallin, and the broader Synopsis team are extremely responsive. Whenever we run into an issue, they act quickly to address it and find a solution. Their level of support and commitment to improving the platform has made our overall experience very positive. Review collected by and hosted on G2.com.
It has allowed us to link our data across multiple different platforms to make informed decisions both financially and with regard to the use of time for our entire organization. Review collected by and hosted on G2.com.
We're in the wealth management business. The only restrictions we have are with client information. I wish we could link it to every database. This isn't a synopsis issue but our industry doesn't allow us to link it to every database that we want it to. With everything we have linked it to, it's been incredibly helpful. Review collected by and hosted on G2.com.
Our primary data sources are imported into their system and optimized for queries and reports. It is also integrated with the web and external data sources to allow us to get information out of our data that we cannot get from the source systems. The concierge feature of the company allows us to ask the Synopsis team to create any app or report that is too complicated for our staff to create. Review collected by and hosted on G2.com.
The security governance of the product is the only hard thing to set up. Based on our feedback, they are working on an updated security structure that should be released shortly that will make this more user-friendly. Review collected by and hosted on G2.com.
As a founder, AI is both exciting and intimidating. Synopsis listens & learns & engineers. They hand-hold you through the on-boarding process and then hand you a powerful set of keys. With a few keystrokes, I can now generate intelligence that used to take me days, in seconds.
The platform is powerful without requiring deep technical expertise, which helps more people on our team use data confidently. The Synopsis team has also been responsive, knowledgeable, and helpful throughout the process.
Overall, Synopsis is an excellent solution for businesses that want to make their data more accessible and actionable. Review collected by and hosted on G2.com.
There is not much to dislike. Because Synopsis is a powerful and flexible platform, there can be a learning curve when exploring more advanced features. However, the team is responsive to feedback and consistently helpful when questions come up. Review collected by and hosted on G2.com.
Because it can digest and learn our business so quickly, I can now ask questions of the data, analyze it, and support my clients faster with real-time, forward-thinking insights instead of working in the rearview and processing after the fact. In addition, the ability to drag and drop our current reports and ask it to improve the reporting on an ongoing basis helps us make consistent, faster improvements across the organization. Review collected by and hosted on G2.com.
At the beginning, you do need to verify what it shares back—just as you would with any AI or learning model. Review collected by and hosted on G2.com.
I like the ease of use, from creating dashboards and workflows to simply asking one question. I can see everything in one place and quickly and easily follow up on phone calls. Dashboards help me look into client calls, missed calls, how quickly calls are returned, high-level profitability metrics, and other KPIs. I can automate which clients called us and who we need to call back, and easily talk through scenarios and create a workflows and Synopsis does it all for us rather than us manually creating it. That has been amazing. Setup was extremely easy, and Justin and Callan did a great job walking us through business-case uses, software connectivity, and each step. Review collected by and hosted on G2.com.
I think it would be beneficial to see what other companies are doing with Synopsis. Seeing how similar companies and other Synopsis users handle problems or obstacles could help us adjust to what we're trying to figure out and avoid future problems. Review collected by and hosted on G2.com.
Synopsis dashboards have streamlined our data across many systems, and we’re finding answers faster and more accurately. The workflows are helping us stay proactive, and the alerts are notifying us about issues much faster. The team has been so helpful in not only connecting our systems, but helping us dream of new ways to incorporate Synopsis in our daily work. Review collected by and hosted on G2.com.
The software’s response time feels a bit slower than what we’re used to when working with Claude or ChatGPT. Review collected by and hosted on G2.com.
Synopsis connects to our companies product and other integration data that helps me better understand our users. Review collected by and hosted on G2.com.
Sometimes the data isn't available but Synopsis always responds quickly to my requests to get the data connected. Review collected by and hosted on G2.com.
Pricing provided by Synopsis.