The Meetings Hub
For Independent RIA
SHOW YOUR BRAND INDEPENDENCE
➣ Stand out with personalized, visually engaging client meetings
➣ Illustrate your Brand value beautifully
➣ Freedom to change your tech stack without changing your Meeting Style
➣ Stay independent
RUN MEETINGS THAT ENGAGE YOUR CLIENT
➣ Onboard new clients faster and with less meeting work
➣ Discover more of your client’s hopes, dreams and goals
➣ Identify opportunities to deepen the client relationship
➣ Build vision inspired financial life plans fully aligned with client goals and values
MANAGE ALL MEETING WORK
➣ Streamline every stage of the meeting, from preparation to follow-up
➣ All meeting information effortlessly captured and shared with existing systems
➣ Scale up your meetings without the need to grow your meeting support team
EXECUTIVE VISIBILITY AND QUALITY MEASUREMENT
➣ See each client’s journey with your firm
➣ Discover meaningful client insights that drive continuous improvement
➣ See the trending topics and next best talking points across all meetings