MyDocSafe
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Meetings Hub
Software for designing, running and scoring structured client meetings for financial advisors.
Galway, IEthemeetingshub.comNot yet confirmed by the company
What it does
Meetings Hub, from Econiq, is software that helps financial advisors and advisory firms design and run client meetings. Rather than recording or transcribing meetings, it focuses on the structure and presentation of the conversation itself, and lets firms set a common meeting standard across advisors.
Advisors build meetings from a library of templates tied to client life events, personalize them, and present them on a shared screen one view at a time. A Meeting Map keeps the agenda visible during the conversation, and an MQ (Meeting Quality) score measures each meeting so firms can track and improve quality over time. The vendor also offers to build a sample meeting for a prospective firm during its demo.
The company is Econiq Limited, registered in Galway, Ireland, with a US subsidiary, Econiq, Inc., in Burlington, Massachusetts. Its platform is patented.
Best for
- Serves
- RIAs
Features
- Client meeting templates library
- Meeting personalization
- Screen-share presentation mode
- Meeting Map agenda tracking
- Meeting Quality (MQ) scoring
- Firm-wide meeting standards
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Cloud
Coverage from The Daily Network
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