Transform every client conversation into actionable business intelligence with AI-powered analytics
Understand your clients better with deep insights from every interaction
AI-powered analysis reveals how clients truly feel about recommendations, market conditions, and your services. Track sentiment trends over time to identify at-risk relationships before they become problems.
Measure and improve the quality of every client interaction with detailed meeting analytics that show what works and what doesn't.
Identify revenue opportunities and track business growth directly from meeting conversations and client interactions.
Make data-driven decisions with insights that directly impact your bottom line
Predict client churn before it happens. Our AI analyzes conversation patterns, sentiment trends, and engagement levels to identify at-risk relationships, giving you time to take corrective action.
Automatically flag conversations that may have compliance implications. Track disclosure completeness, suitability discussions, and regulatory requirements across all client interactions.
Compare advisor performance across key metrics. Identify coaching opportunities, share best practices from top performers, and ensure consistent client experience across your team.
Understand what your clients are really talking about. Track emerging concerns, popular products, and market sentiment across your entire client base to stay ahead of trends.
Quantify the value of every meeting. Track conversion rates, average deal size by meeting type, and time-to-close metrics to optimize your client engagement strategy.
Visualize the complete client journey from prospect to long-term relationship. Identify bottlenecks, optimize touchpoints, and personalize engagement based on journey stage.
Create custom reports that answer your specific business questions
High-level KPI dashboards for leadership teams. Track AUM growth, client satisfaction scores, advisor productivity, and compliance metrics in real-time with beautiful, shareable visualizations.
Comprehensive client meeting summaries with sentiment analysis, topics discussed, action items, and recommendations. Perfect for quarterly business reviews and annual planning sessions.
Track individual and team performance against goals. Compare advisors, identify training needs, and recognize top performers with data-driven insights from actual client interactions.
Stay ahead of client needs with AI that predicts future opportunities and risks
AI analyzes meeting content and client history to recommend the optimal next step for each relationship, maximizing conversion probability and client satisfaction.
Automatically identify mentions of life events like retirement, inheritance, or family changes that signal service opportunities or portfolio adjustments.
Predict which products and services each client is most likely to need based on their conversations, demographics, and peer behavior patterns.
AI suggests the best time to schedule follow-ups based on client preferences, topic urgency, and historical engagement patterns.
See how MeetingMint analytics can transform your practice with actionable insights
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