The relationship intelligence layer for wealth advisor-client meetings.
Finaric identifies the moments inside client conversations that shape trust, decision-making, and advisor effectiveness — then brings those signals into the advisor workflow.
Post Meeting Review
Automatic summary of key insights and topics.
Speaker Roles
Jane DoeAdvisor
John SmithClient
Main Topics
Insurance planning, annuities and protective products, advisor compensation and fee structures, liquidity needs and withdrawal strategies.
What Mattered
Client Goals
- •Understanding what the client actually holds and why before making any structural changes
- •Avoiding unneeded late cash while keeping some for liquidity
- •Preserving principal and limiting downside risk over aggressive growth
- •Clarity on why a given fee or commission structure is the recommendation
Client Sentiment
- •Capital preservation concern led to liquidity questions to affirm easy access is not lost
- •Product-understanding gap is a gating concern; the client needs clarity before taking action
- •Worry about commission structure or recommendation incentives; the client weighs compensation as part of the suitability test
- •Resistance to being pushed into a large irreversible position before the client feels comfortable
Accounting Bias
1-10 Fresh Loss BalanceNew Fresh Topics
product understanding gap
Tag: Client Context - 11:02
rollover conversion concern
Tag: Client Context - 9:23
downside and liquidity concern
Tag: Client Context - 8:47
annuity choice rationale
Tag: Client Context - 4:50
Emphasized Decision
loss-cash concern
Tag: Client Context - 2:59
The Client Profile
A living dashboard, not a static PDF.
John Doe
Advisor Guidance
"John, I know you want to move quickly on the college fund, but let's take a moment to ensure we aren't exposing you to unnecessary volatility right before tuition is due."
Do This
- Focus on "protection" and "safety" keywords.
- Validate his speed but ask for a "24-hour cooling off" period.
- Show visual proof of downside protection.
Avoid This
- Don't bombard him with spreadsheet data (he's a "Relationship" buyer).
- Avoid discussing "high growth" speculative assets today.
Next-Best Questions
Conversation Memory
Client mentioned "updating the trust" but moved on quickly.
Expressed concern about "real estate exposure" in passing.
Complete meeting intelligence.
Before, during, and after every interaction.
Preparation Brief
Instant analysis of previous communications to suggest the perfect agenda and opening hook.
Real-time Guidance
Live prompts detecting hidden objections, risk anxiety, and trust signals as they happen.
Auto-Follow Up
Drafts the perfect follow-up email and updates CRM fields automatically.
Outputs Gallery
Download sample deliverables.
FAQ
Implementation and boundaries.