Simplify meeting preparation with pre-built templates and guided agendas customized to your brand.
Maintain client engagement with easy screen-sharing and toggling between applications.
Improve performance and identify opportunities with personalized Meeting Quality™ scores.
Meeting preparation is a huge chore. That’s why we created pre-built meeting templates customized to your brand to help you organize your client meetings, create compelling agendas, and follow meeting pathways that yield results. Our video meetings software enables you to create customized, repeatable experiences for each client—from onboarding, to discovery, to annual reviews, and every step in between.
Many clients today prefer meeting virtually. But, that doesn’t mean you have to sacrifice many of the great aspects of in-person meetings. Our easy screen-sharing, toggling between applications, and an all-in-one-platform experience ensures that your clients maintain focus and feel valued.
The Conversation Hub video meeting system allows you to integrate with a host of 3rd party data so your clients can make informed decisions about their financial future. Track, compare, and analyze in one place, without having to switch between screens, windows, and applications.
Did your meeting accomplish the goals you set out beforehand? With Meeting Quality™, it’s easy to answer that question. Our unique pathway tracking and timers help you understand where you focused your time and client attention in order to maintain compliance with internal and external regulations.
“My Zoom meetings are much more engaging. The Conversation Hub has eliminated Zoom fatigue!”
“The Conversation Hub keeps our meetings perfectly structured and provides a consistent brand experience for our clients across the firm.”
“Clients like the feeling of knowing where they are in the meeting and the reassurance that their financial advisor is listening.”
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Diarmuid Naughton2023-01-06 10:35:332023-03-06 16:14:45What is a Virtual Meeting Space?Fill out the form to request a free demo or click the Book a Demo button to schedule an appointment with a Meeting Design Consultant now.
