The Meetings Hub creates a memorable meeting experience. We put your brand front and centre.
Complete Financial Advice
Effortlessly Prepare, Run & Follow up Beautifully Efficient Meetings
Elevate Your Meetings
What is The Meetings Hub™?
The Meetings Hub is a patented all-in-one Financial Advice Meetings Management Platform that allows firms to prepare, run and follow up meetings.
It is integrated with the most popular CRM, Financial Planning and Risk Management applications, allowing the advisor maximum focus on the meeting experience, and giving the client the reassurance that comes from knowing that they are in safe hands.
The Meetings Hub is the only technology that supports you before, during and after the meeting. Wherever the conversation in the meeting happens to go, the meeting maps help guide the participants through complex areas safely.
Built from the ground up to satisfy the unique requirements of financial advice conversation topics, the participants’ expertise, and the (US) financial regulation requirements, The Meetings Hub presents a new meeting form that completely modernizes meetings.
We change the way people picture meetings by seeing meetings as maps. Advisors guide clients through the financial landscape. Our meeting maps illuminate clear pathways through these interactions, ensuring every step is a journey toward success. Get set for enhanced insights and optimizations that will take your firm to the next level.
You’re In Expert Hands
The Financial Advice Meeting Experience (FAME) is our proven methodology, setting your firm on the path to incredibly effective beautifully flowing meetings. Through our structured phased work streams, we collaborate seamlessly with your entire team, from executives to the back office. Our expert meeting design consultants provide guidance every step of the way. With the aid of our unique metrics and insights known as Meeting Quality (MQ), your firm will experience an immediate increase in value right from day one. Let us guide you on the road to FAME.
Our Meeting Design Consultants work with your firm to map your meetings for increased insights and optimizations.
We connect with your tech stack. From CRM to financial planning, we’ve got you connected.
We’ll get you up and running in days. We collaborate with your team to create branded meetings that deliver exceptional experiences.
Where Experience Meets Innovation
Our team of innovators, with a legacy of shaping impactful software since the ’90s, is revolutionizing the world of financial meetings. Comprising cartographers, resident artists, and meeting design experts, we’re on a mission to transform your meeting experiences. Meetings are the lifeblood of financial advice firms, where emotional connections are established. Our platform seamlessly integrates with Zoom or Teams and the entire tech stack, offering engaging, distraction-free conversations that leave a lasting impression on your clients. With a history of collaboration with global brands improving client conversations for wealth managment, retail banking, insurance and small businesses, we’re here to elevate your meetings.
What Our Clients Say
“My Zoom meetings are much more engaging, well organized and powerful. The Meetings Hub™ eliminates Zoom fatigue for both me and my clients and adds professionalism to my business.”
“The Meetings Hub keeps our meetings perfectly structured and provides a consistent brand experience for our clients across the firm. We get a lot of comments from clients about the improved experience.”
“Clients like to know exactly where they are in the meeting. They want clarity and direction. They don’t want their financial advisor fiddling with technology and switching from tab to tab. Having their advisor’s full attention is what creates trust.”
Experience the Exceptional
Would you believe there is nothing there to run your meetings, manage these meetings, leverage all the tech stack and measure the quality of these meetings. Our patented platform is the only solution for firms seeking personalized, branded meetings on a large scale. It propels firm growth by streamlining meeting preparation, optimizing advisor efficiency, crafting visually captivating meetings, and consistently exceeding client expectations through proactive follow-ups. With seamless branding and meetings designed in minutes, elevating your meetings has never been easier.
Dramatic time savings in meetings and follow up
Grow & scale your business
Your brand never looked so good in meetings!
Your whole team working more efficiently