The Meetings Hub
For RIA Aggregators
GROW YOUR BRAND
➣ Onboard new advisors faster and easier
➣ Bottle your best performers for consistency across the firm
➣ Reflect your Brand value every time
➣ Be Confident that your Brand message is incorporated into every client interaction
➣ Make your Brand stand out
RUN PERSONALIZED AND EFFECTIVE MEETINGS
➣ Discover more of your client’s goals
➣ Uncover more opportunities
➣ Deliver consistent meeting experience with every Advisor
➣ All meetings aligned with the firm’s strategic goals
➣ Ensure every meeting is compliant and always held in the best interest of the client
TRANSFORM YOUR MEETING EFFICIENCY
➣ Smarter Meeting preparation and collaboration
➣ Faster meeting follow up using smart automation
➣ Reduce time and errors with seamless integration to your CRM
UNIQUE MEETING VISIBILITY
➣ Track and Score every meeting for Quality
➣ Confidence that every meeting is delivered to the firm’s highest standard
➣ Unique Insights into every meeting to drive continuous improvement
➣ Benchmark meeting performance across all firms
➣ Identify trending talking points and build smart outbound campaigns
➣ Train and Coach new advisors with access to “What good looks like”