Meeting Prep by Advisor360°
Cut client meeting prep time by 60%.
Meeting Prep is an AI agent built into the Advisor360° platform. It delivers zero-click meeting preparation: everything you need to know about a client, gathered and organized automatically, in advance of every meeting.
PROVEN IN LIVE ADVISOR TESTING
Get hours back on every meeting.
Preparing for a single client meeting can take 2 to 3 hours. In live testing, Meeting Prep ran that prep autonomously, and advisors got the time back in three ways:
60%
Less prep time per meeting.
33%
More clients served per workday.
20-30
Minutes saved per meeting on pulling and reconciling data.