Client Meeting Preparation demo

What the demo shows

Agents draft the prep pack, notes and follow-ups for each advisor meeting; advisors approve

The meeting folio puts one meeting in three panels. Before holds the prep pack the agents built overnight from the CRM, portfolio accounting, the custodian, the email archive, the calendar and the planning tool: what changed, the life events coming up, open items, last meeting's promises and five talking points, every line opening its source. During holds consent for each person and live notes. After holds the notes for the record, the follow-up email and the CRM tasks. Seven agents do the work: the Prep agent assembles the pack; the Life-Event agent finds RMD ages, Social Security dates and money needs in emails and costs them against cash and maturities; the Notes agent captures the meeting only with everyone's consent; the Follow-up agent drafts; the Fact-check agent ties every figure to a record or a transcript second; the Supervision agent flags promissory, misleading and wire-fraud language with a rewrite; the Records agent retains everything. The advisor approves every message; a flagged or money-moving one also needs a branch supervisor who did not write it.

Transcript

1. 0:00Client Meeting Preparation. Agents prepare and follow-up every advisor meeting.
2. 0:06Advisors approve. Advisors give clients only 53% of their week.
3. 0:13The ideal is 63%.
4. 0:17Overnight, the Prep agent read 41 records from six systems, every line cited.
5. 0:25The Life Event agent spots Robert's first required distribution, about $74,000.
6. 0:33Their daughter's email, means $180,000 by January, cash plan included.
7. 0:42Claire sends the agenda.
8. 0:44Both clients consent before the notes agent listens.
9. 0:49When the meeting ends, the agents draft the email, tasks, and record.
10. 0:55The supervision agent flags guaranteed 7% return.
11. 1:01Claire accepts the compliant rewrite and approves.
12. 1:05Her supervisor, who did not write it, checks it before it goes out.
13. 1:11Cited, signed by two people, retained and logged.
14. 1:17The result, every follow-up checked before sending and four more hours a week with clients.
15. 1:25Built on Botminds: agents, data, screens and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.