AI for Financial Advisors: Client Meeting Preparation in Minutes

By Jordan Taylor

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It's 2 PM and you have a client review at 3. You haven't looked at their account since the last meeting. You're scrambling to pull performance numbers, remember what you discussed last quarter, and figure out what's changed in their life. Twenty minutes later, you're printing notes while walking to the conference room.

Meeting prep is the thing that gets squeezed. You know you should spend 30 minutes reviewing each client before every meeting. But with 100+ meetings per year, that's 50+ hours—and something always comes up.