An AI agent that prepares every review meeting.
Review packs and agendas ready days ahead.
In short
A client review meeting is the regular check in where the adviser and client look at progress, changes in the client's life and whether the advice still suits. The Agentive Holdings AI agent books the meeting, asks the client to confirm any changes beforehand, pulls together the last file note, current balances and open actions, and prepares an agenda with questions for the adviser. The adviser runs the meeting and decides on any change to the advice.
Sound familiar?
- Packs pulled together the night before
- Client changes found out in the meeting
- Reviews slipping past the due date
How your AI agent does it
Book
The review with the client.
Ask
What has changed since last year.
Prepare
The pack, agenda and questions.
Hand over
To the adviser before the meeting.
What changes for your practice
- Better prepared meetings
- Reviews held on time
- Clients who feel looked after
- Less late night preparation
Questions
Can an AI agent prepare a client review meeting?
Yes. It books the meeting, collects changes and prepares the pack and agenda. The adviser runs the meeting and makes the decisions.
Does it update the advice?
No. It shows the adviser what has changed. Whether the advice changes is the adviser's decision.
Can it handle video meetings?
Yes. It books video or in person meetings and sends the joining details.
More work your AI agent does
An AI agent that writes up your file notes.
Every meeting written up the same day.
An AI agent that drafts the statement of advice.
Advice documents drafted around your strategy.
An AI agent that keeps fee renewals on time.
Every fee anniversary tracked, nothing missed.
An AI agent that collects the fact find.
Client data collected before the first meeting.
