Meeting Preparation
Walk into every meeting fully prepped
Get organized key details, a suggested agenda, open action items, and a ready-to-send client email draft, all assembled before you sit down.
Pre-meeting brief · Chen household
1 Review updated retirement timeline (age 62)
2 Confirm 2nd 529 account opening
3 Discuss $180k held-away rollover
4 Revisit moderate risk allocation
What meeting preparation does for you
- ✓ Auto-built agendas from prior conversations
- ✓ Open action items and offered introductions surfaced up front
- ✓ Pre-drafted pre-meeting client email
More of the platform
Explore the rest of WealthAmp
Note-Taking
Capture notes with unmatched accuracy, speaker attribution, and configurability.
Form Fill
Automatically fill forms using client data collected and enriched from multiple sources.
Document Intelligence
Extract and sync client and financial details from documents to your CRM and planning tools.
Send personalized emails, recaps, and intro requests with AI-generated, data-backed drafts.
Client Queries
Surface referral openings, held-away assets, and major life events instantly.
Client Profile Management
Keep one unified, always-current client record synced across your whole wealth stack.
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See Meeting Preparation in action
Walk through the WealthAmp platform with our team and see how it fits the way your firm grows.