Senior banker travel weeks
8 client meetings in 3 cities — every brief on your phone before you land.
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Research & Client Coverage
Meeting Preparer: AI briefs for every client call
Meeting Preparer reads your CRM, last meeting notes, recent filings, news, and broker research to produce a complete brief for every upcoming meeting — automatically, the night before.
What Meeting Preparer does
Pulls upcoming meetings from Outlook and matches them to CRM accounts
Synthesizes recent client news, filings, and earnings commentary
Surfaces last interaction history and open follow-ups
Flags relationship risks, mandate opportunities, and talking points
Delivers the brief to your inbox or Word ahead of every call
Inputs
- • Outlook calendar
- • CRM record
- • Prior meeting notes
Outputs
- • Client brief (Word)
- • Counterparty brief (Word)
- • Talking points (email)
Runs in
OutlookWordSalesforceClaude Cowork
Connectors
SalesforceMicrosoft 365FactSetThird BridgeGuidepoint
Use cases
Relationship management
Never walk into a call cold on a recent earnings miss or M&A rumor.
Fund manager IR
Counterparty brief for every LP and prospect call.
Meeting Preparer FAQ
How far in advance does it run?
Configurable — typical setup is 18 hours before the meeting, with a refresh 1 hour before for breaking news.
Which CRMs are supported?
Salesforce out-of-the-box. Microsoft Dynamics, HubSpot, and custom CRMs are added via connectors.
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Related searches: client briefing AI • sales meeting prep AI • AI for relationship managers • pre-call brief automation
Deploy Meeting Preparer on your stack in weeks
FDE Team ships Meeting Preparer with your firm's connectors, policies, and approval flows — production-ready.