Overview
Client Meeting Prep is an AI advisor assistant from TIFIN that automates meeting preparation by aggregating client data from CRM, custodians, portfolio management, financial planning, and other systems into a unified client view. The agent generates personalized meeting briefs, surfaces relevant account activity and planning opportunities, answers advisor questions, and produces client-ready materials in minutes rather than hours. By eliminating manual research and consolidating information across fragmented systems, it enables advisors to deliver more personalized client interactions while scaling service without adding staff.
