All Fin9 agents
Client relationships · Before the meeting
Prepare for client meetings
Prepare a focused client brief from email, client records, past meetings, and open actions.
Before a client conversation, the agent reviews available email, client relationship management (CRM) records, past meeting notes, priorities, and outstanding actions. It brings relevant context, talking points, and suggested materials into one brief.
The job
From useful context to a clear next step.
What it works from
- Email conversations and client relationship management (CRM) records
- Past meeting transcripts, notes, and summaries
- Open actions, opportunities, and portfolio discussions
What it prepares
- A client-specific briefing with relevant context
- Suggested talking points and topics to raise
- Open actions and relevant materials to bring
How the agent works
- 01
Gather relationship history
Review available email, CRM records, and past meeting notes for the client.
- 02
Find what matters
Surface ongoing discussions, stated priorities, opportunities, and open actions.
- 03
Prepare the brief
Bring the most relevant context and suggested talking points together for the advisor.
People stay in the loop
AI prepares the work. People make the call.
The advisor decides which context and suggested topics matter, makes recommendations, and leads the client conversation.