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Meeting Prep

Meeting Prep

Be ready before the reminder goes out.

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Preparation shouldn't start from scratch.

Most advisors prepare for client meetings the same way. They pull up the last meeting’s notes, scan holdings, check recent activity, and uncover what they can in whatever time they have. Now, there is a better way. With AI-powered meeting prep, the work is already done before advisors even log in.

Everything you need for the meeting, in one place.

The information an advisor needs changes from meeting to meeting. That’s why we display three key components on screen simultaneously from the moment the workspace opens, with each doing a different job.

Pre-drafted prep Smart Note

AI-powered meeting prep pre-generates a Smart Note from your firm’s preferred template for every meeting automatically, in the background, before the advisor ever opens the workspace. It arrives prefilled with relevant context, remains fully editable, and saves automatically as the advisor works.

Chat, scoped to the client

Chat is open and already scoped to the client the moment the workspace loads. Ask any question the prep note doesn’t answer about a specific holding, a recent interaction, an upcoming event. Answers are drawn from the full depth of the client relationship and conversations persist across sessions.

The Briefing alongside

The client’s Briefing and most recent Noticeboard posts sit alongside the prep note, so the advisor can scan the latest intelligence or check recent alerts without leaving the workspace. 

Good preparation doesn't just save time.
It changes the conversation.

An advisor who shows up to a meeting having read the Briefing, refined the prep note, and resolved the one question they had listens differently, asks better questions, and catches the things that matter.

For advisors
Enter every conversation ready to do your best work without spending an hour getting there.

For operations leaders
Each prep note follows the same firm-wide template. Every note is reviewable at scale. Consistent, structured, defensible.

For compliance teams
Prep notes stay as permanent records on the client after the meeting, alongside the meeting note that captured the conversation itself.

The Advisor Journey

  1. Meeting booked
    Meeting Prep detects the meeting and begins pre-generating the prep Smart Note in the background.
  2. Three days out
    Noticeboard reminder appears. Advisor opens workspace. Prep note already drafted. Scans the Briefing. Edits the agenda.
  3. Day before
    Advisor returns to the workspace. Asks Chat a specific question. Refines the note.
  4. Morning of the meeting
    Glances at the polished prep note. Checks the latest Briefing. Joins the meeting prepared.
  5. After the meeting
    Prep note stays as a permanent record. Meeting note captured separately. Both reviewable by compliance.

The workspace that knows what came before.

Every component of the Meeting Prep Workspace draws directly from your system of record, ensuring the intelligence is always current and the context is always complete.

  • Opens directly from the Noticeboard meeting reminder
  • Pre-drafted Smart Note generated automatically, with no wait and no manual step required
  • Chat context persists across sessions, so the same thread is there the day of the meeting
  • Briefing refreshes automatically, keeping the intelligence alongside your preparation current
  • Prep note stays as a permanent record after the meeting, reviewable by compliance at any time

Every advisor, every meeting, already prepared.

Request a demo and see the Meeting Prep Workspace in action.

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