Meeting Prep by Advisor360°
Walk into every client meeting fully prepared.
Agentic AI that prepares the meeting for you, using your governed data.
Meeting Prep is an AI agent built on the Advisor360° platform. It delivers zero-click meeting preparation: everything the advisor needs to know about a client, gathered and organized automatically, in advance of every meeting.
THE CHALLENGE
The most expensive process in wealth management.
Before every client meeting, advisors and their teams have to manually pull data from 5 to 7 separate systems. This process can take 2 to 3 hours per client, for every meeting on the calendar.
$7.9B
Annual operating expense on meeting preparation
160M
Advisor hours lost to prep each year
2-3 hrs
Per client, per cycle, every meeting on the calendar
5-7
Separate systems an advisor must pull from before every meeting
Source: Based on Bureau of Labor Statistics benchmarks and advisor interviews.
THE SOLUTION
Introducing Meeting Prep by Advisor360°
Autonomous
Days before a client meeting, Meeting Prep reaches across CRM activity, portfolio performance, financial plan goals, market data, open tasks, and household history, pulling it all into one analysis. The agent synthesizes that data into a structured, ready-to-use agenda, with talking points grounded in that client's specific situation.
Complete
Meeting Prep surfaces what advisors might otherwise overlook: missing beneficiaries, unconsolidated outside assets, tax-loss harvesting opportunities, and gaps in a client's financial plan. Each one is flagged with the specific account, holding, or data point behind it.
Trustworthy
Other AI tools pull data from whatever systems they can access and ask the model to reconcile what it finds, even when records are incomplete, stale, or inconsistent. Meeting Prep works differently: every record is reconciled and verified on the Unified Data Fabric® before the AI ever touches it.
"When can I turn this back on?"
-Advisor feedback when the Meeting Prep pilot concluded
WHAT YOU GET
Everything you need to walk in ready.
Zero-Click Preparation
Days before the meeting, the Meeting Prep agent creates a complete, ready-to-use agenda.
Complete Client Agenda
Pulled automatically from CRM activity, portfolio performance, financial plan goals, market data, open tasks, household history, and more.
Proactive Opportunity Detection
Meeting Prep flags clients overdue for a review, so advisors can stay proactive across their entire book.
Your Client Data, Instantly Searchable
Meeting Prep surfaces answers about a client's portfolio, recent activity, open tasks, or financial plan, grounded in verified, reconciled data that's traceable to a governed source.
Human in the Loop
The final step in preparation enables the advisor to review the output, add or remove agenda items, and prompt the AI to complete the preparation.
Full Audit Trail
Every output carries a complete record of what the AI surfaced and the data it used. When data is missing or inconsistent, Meeting Prep flags it instead of making assumptions.
EVERY FIGURE: DEFENSIBLE AND TRACEABLE
Built on the Unified Data Fabric®
Meeting Prep draws from Advisor360°’s Unified Data Fabric®, giving the AI everything it needs to produce a complete, traceable briefing. The data is reconciled, verified, and governed before the Meeting Prep agent gets to work, ensuring that the advisor never second guesses the data in front of them.
This governance shows up in 5 ways:
Provenance
Every claim has a source.
Lineage
Every derived value has a traceable path.
Freshness
Every record carries the timestamp of when it was last current.
Authority
Every action is validated at the data layer, not the application layer.
Audit
Every step has a trail, capturable and defensible.
Measure the value of Meeting Prep on your own data.
Quantify the hours saved, improve advisor readiness, and build the case for transforming client meetings.