Brand
Simplify meeting preparation with pre-built templates and guided agendas customized to your brand.
Run Better Financial Advice Meetings
Hi Ryan, welcome to a preview of your branded meeting space!
We hope you enjoy this short video preview of the Conversation Hub meeting platform, customised for your firm. Our designers have created this to give you a sense of the next generation meeting experience, available now from Econiq
We would appreciate your feedback and will be in touch soon. In the meantime if you would like to learn more please book your complimentary consultation here, and share with your colleagues!
- The Conversation Hub delivers consistently naturally flowing personalized meetings at scale.
- This is the only meeting support app that enables you to brand, run and measure your meetings, leading to a direct impact on your bottom line.
- Experience the benefits of efficient meeting preparation, execution, and follow-up, which can drive in stronger growth for your organization.
Video Meeting Software
for Financial Advisors
A better meeting experience for you and your clients.
Run
Maintain client engagement with easy screen-sharing and toggling between applications.
Measure
Improve performance and identify opportunities with personalized Meeting Quality™ scores.
What Clients Are Saying
“My Zoom meetings are much more engaging. The Conversation Hub has eliminated Zoom fatigue!”
“The Conversation Hub keeps our meetings perfectly structured and provides a consistent brand experience for our clients across the firm.”
“Clients like the feeling of knowing where they are in the meeting and the reassurance that their financial advisor is listening.”
Resources
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Jessica Wilson
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Jessica Wilson2023-03-06 16:57:452023-03-06 16:57:45How Framing Impacts Your Financial Advisor Meetings
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Jessica Wilson
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Jessica Wilson2023-03-02 15:15:072023-03-14 16:30:29How to Capitalize on the Top Financial Advising Trends in 2023
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Diarmuid Naughton
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Diarmuid Naughton2023-01-06 10:35:332023-03-06 16:14:45What is a Virtual Meeting Space?Run Better
Financial Advice Meetings
