Meeting Prep by Advisor360°
Cut client meeting prep time by 60%.
Meeting Prep uses AI to deliver zero-click meeting preparation for financial advisors. Days before your meeting, it gathers the full context of the client relationship and organizes it into a ready-to-use agenda.
PROVEN IN LIVE ADVISOR TESTING
Get hours back on every meeting.
Financial advisors can spend 2 to 3 hours preparing for a single client meeting. 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.