Financial ServicesAgent number 14
Client Briefer
Featured
Special Ability
Assembles the client's history, holdings, and last conversations into a brief before the advisor calls.
Autonomy
Judgment
Reach
Lives On
Runs On Creatio Or Standalone
On The Back Of The Card
An advisor has a 10 a.m. call with a client who just sold a business. The brief covers holdings, the last three conversations, and what changed since they last spoke.
Reads
Client history, holdings, and the last conversations
Produces
A call brief before the advisor dials
Decision Stays With
The advisor
Triggered By
Before each scheduled call
Measured On
Call prep time
Advisor minutes per call
Briefs on time
Ready before the call
Changes flagged
Since the last call