Who We Are

Our team, leaders in meeting and conversation technology, has a proven track record of delivering successful digital banking and client engagement solutions globally. As innovators who created the first Java internet bank and the world’s first patented technology for classifying conversations, we specialize in inventive visual engagement and human advice technology. Recognizing the need for software that fosters true human connection, we’ve developed the world’s first meeting experience platform for financial advisors.

Run visually engaging, screen-ready meetings in a space designed for meaningful conversations and financial life planning. Meetings are now a new channel of communication, and we’re leading the way in shaping that future.

How We Can Help

We guide you on your journey to better visual communication in financial advice meetings. Through our Vision methodology, we help your firm scale and grow with beautifully flowing, Screen-ready meetings that foster genuine human connection.

Our expert consultants work closely with your team, using our unique Meeting Quality (MQ) metrics to ensure immediate value and lasting impact. Let us guide you toward scaling your business and enhancing client engagement every step of the way.