Streamline preparation with pre-built meeting frames and templates customized to your brand.
Simplify screen-sharing and maintain focus with an engaging virtual meeting interface.
Analyze performance and identify opportunities to improve with Meeting Quality™ score.
Our pre-built meeting templates help you create agendas and meeting pathways that yield results. Based on data from thousands of meetings, your virtual meeting space will be customized depending on each client’s journey—from onboarding, to discovery, to annual reviews, we’ve got templates for every step.
The Conversation Hub virtual meeting space provides a streamlined, professional environment for you to meet with your clients. Keep them engaged, stay on track, and focus on what your clients want to accomplish with their financial futures.
Pull in all the information and data you need with dozens of pre-built integrations. Create custom reports, track progress, and ensure that your clients’ financial goals are being met. Already have a meetings platform? We seamlessly integrate with leaders like Zoom.
We built The Conversation Hub virtual meeting space to help financial advisors transform client experience. Our proprietary Meeting Quality™ score enables advisors and their managers to track client engagement, agenda adherence, and time management so they can continually improve their client meetings.
“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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Sean McNamee2024-05-23 09:10:072024-05-23 09:10:07SEO for Meetings: How to Rank High in Client Satisfaction & Retention
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Sean McNamee2024-05-01 15:21:472024-05-01 15:46:49Beyond the Boardroom: The Next Big Thing in Financial Advice
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Sean McNamee2024-03-26 14:18:242024-05-01 14:23:14THE MEETING TRANSFORMATION: How Visual Mapping Is Changing the Game in Financial AdviceFill 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.
