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.
Live Demo Example
Post Meeting Review
Automatic summary of key insights and topics.
The Client Profile
A living dashboard, not a static PDF.
John Doe
Evidence Review
"Client tied the college fund to a near-term tuition deadline, then returned to volatility concerns before moving on."
Corroborating Evidence
- Used "protection" and "safety" language twice.
- Moved quickly toward action, then paused at market-risk discussion.
- Asked for downside examples after hearing growth options.
Unresolved Signals
- Decision stakeholder was mentioned but not named.
- Market-drop concern stayed active after the first answer.
Open Evidence Threads
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
Surfaces prior risks, open loops, and unresolved client context before the meeting.
Live Observations
Live observations surface hidden hesitation, risk anxiety, and trust signals as they happen.
Auto-Follow Up
Drafts a follow-up summary and updates CRM fields from meeting evidence.
Outputs Gallery
Download sample deliverables.
FAQ
Implementation and boundaries.