Help your advisors prepare for, manage, and follow up on client meetings more efficiently with the latest Meeting Concierge enhancements.
- Set Up Meeting Concierge with an AI Assistant
Use an AI-assisted workflow in a supported coding environment to set up Meeting Concierge end-to-end in an existing Financial Services org, without navigating multiple setup pages or relying on specialized setup knowledge. - Save Time Sending Follow-Up Emails in Meeting Concierge
The Generate Follow-up Email action now automatically populates recipient emails from the Meeting Playbook's related records and meeting attendees. Your advisors review the recipients and email content, and then send follow-up emails to clients without leaving the app. Previously, advisors copied and pasted recipient information manually before sending. - Edit Document Settings Directly from the Pre-Meeting Tab
Your advisors can now update document settings from the Pre-Meeting tab without removing and re-uploading a document. Change Document Type, Summarize, Include in Meeting Preparation, and Client-Facing Document settings. The action menu also uses clearer labels, including View Document for file preview and Edit Document Summary for summarization edits. - Review and Select AI-Suggested Records with Clearer Labels
Labels on the Create or Update Records component are clearer and more informative so that your advisors can review and select records more efficiently. Table headers guide advisors through reviewing and selecting AI-suggested records, and button text and status labels are more descriptive throughout the component.