Meeting Preparer
Walk into every meeting fully briefed.
Business Benefits
- Teams walk into every meeting fully prepared
- Prep time drops from hours to minutes
- No relevant history or news is missed
- Consistent brief quality across the firm
Key Features
- Assembles a concise brief ahead of every client or counterparty call
- Pulls together relationship history, e-mails and CRM notes
- Adds recent news, filings and market developments
- Suggests talking points and open items for the agenda
- Delivers the brief automatically before the meeting starts
Interaction Channels and Integrations
Connects to
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Calendar and e-mail
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CRM
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News and market data
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Document store
User Interaction Channels
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Chat (Claude / Cowork)
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E-mail delivery
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Calendar integration
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Word / PDF brief
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