The All-in-One Financial Advice Experience
The World’s First High Performance Meeting Platform for managing and running incredible looking meetings with every meeting tracked and measured for continuous improvement.
The Only Meeting Platform for Financial Advice
Brand
Run
Manage
Measure
Brand Meetings
Your Brand Never Looked so Good
Brand Owner Experience – “It reflects the best of our brand”
Marketing Experience – “Meetings are the new channel of communication”
➣ Brand Your Meeting Space
➣ Reflect Your Client Engagement Process
➣ Your Meeting Structure Captured
➣ Individually Designed Meeting Magazines
Run Meetings
Deep connections through naturally flowing conversations
Client Experience – “These folks understand me and where I am going in life, they always look out for me and I’m in safe hands “
Advisor Experience – “My Meetings always look structured and organized”
➣ Run Personalized Client Meetings
➣ Run Visually Engaging meetings
➣ Discover More
➣ Communicate Better
➣ Show the Client you Understand
➣ Show your Value
Manage Meetings
Stay in control as you scale and grow
COO Experience – “I’m confident my team is working smarter and collaborating efficiently”
Meeting Support Team Experience – “Our contribution to preparing and following up meetings is seen and valued.”
➣ Be Prepared for Every Meeting
➣ Follow Up as Promised
➣ Balance the Workload Between Team Members
➣ Be Notified of All Meeting Work Items
➣ Easily Collaborate with Prep, Advisory and Follow-up Teams
Measure Meetings
Ensure that your team perform in every meeting
Executive Experience – “I know that quality meetings are the foundation for building a winning, trusted business”
Director of Financial Planning Experience – “I have new visibility into all our client meetings”
➣ Track and Measure All Meetings for Meeting Quality™
➣ See your Complete Client Journey
➣ Identify the Next Best Topic for a Client
➣ Deliver Consistent Meetings Across the Firm