Client Meeting Prep
Overview
Client meeting prep is decided by the relationship with the client, but it requires time nonetheless. Most advisors spend 30–60 minutes on prep per meeting, and that time should be blocked off as soon as the client schedules.
Some or all of what you do in those 60 minutes can be automated. You're pulling data from your custodian, your planning software, and your CRM, then translating it into something visually appealing and easy to understand such as charts, year-over-year comparisons, and a clear summary of what's been done since the last meeting.. This is exactly what AI is best at, and it can save you hours of work each quarter.
Even if you don't want to fully automate the process, you can deploy an assistant to surface the relevant data so you can focus on making sense of it rather than gathering it.
Example Build
When a client books a meeting through Calendly, the automation triggers. Account data is pulled from Schwab, planning data from Right Capital, and meeting history from Salesforce. An AI agent assembles the prep materials into a presentation.
The finished file is saved to Google Drive, the link is added to the Meeting object record in Salesforce, and a prep calendar event is created on Google Calendar so the advisor has time to review everything before they walk into the meeting.
System Audit
We map your specific client meeting process: how you prep, what you present, and what's unique to your firm. Then break down what can be automated and what should stay manual.
Service Integrations
We connect your meeting booking tool, custodian, planning software, and CRM so the data flows into a presentation automatically. The finished file lands in Google Drive, OneDrive, or Box.
Training & Handoff
We show you how to review and edit the AI-generated materials before the meeting, where everything is stored, and how to adjust the logic if your prep process changes down the line.
Post-launch results
The amount of time that was perviously spent manually completing tasks for each new lead to prospect to client conversion.
The number of tasks that are now done automatically through integrations and automations.
