TradePMR plans to be a leader in the AI era with ClientMeet and ClientIQ, tools built to help advisors spend more time and foster deeper relationships with clients.
You can either lead, follow, or get out of the way. When it comes to the emerging field of Artificial Intelligence* (AI), TradePMR is determined to lead.
Today, TradePMR is proud to launch ClientMeet and ClientIQ, two new AI-powered tools designed to help registered investment advisors (RIAs) be more efficient, more productive, and deliver better experiences to their clients. ClientMeet is an assistant built to help financial advisors manage client meetings, while ClientIQ delivers insights and communications meant to enhance client relationships and drive business growth.
By automating some of the routine tasks financial advisors do each day, ClientMeet and ClientIQ can act as copilots — freeing up more time for advisors to spend with their clients while helping to make those interactions even more valuable.
Both tools are available through Fusion Sync, the suite of AI-powered tools TradePMR debuted in October. As an early adopter of AI technology among RIA custodial services providers, ClientMeet and ClientIQ reinforce TradePMR’s commitment to innovative technology that is designed to support the growth of independent RIAs.
ClientMeet
TradePMR listens to RIAs that work with us, and we’ve heard how much time advisors spend preparing for client meetings, organizing their calls, and managing agendas. Then after meetings, there’s the time-consuming process of transcribing the meeting for compliance and updating the CRM with recap notes.
Although these tasks are important, they are time consuming, and are a perfect opportunity for an AI copilot to help out. ClientMeet can help a financial advisor identify which clients to meet with, take care of getting a meeting set up, and automatically generate a custom-tailored agenda with specific talking points and tasks — all of which can be tied into an advisor’s existing workflows.
During the meeting, ClientMeet can transcribe in real-time to deliver a summary and action items as soon as the meeting is over, which it can automatically send to clients (and compliance!) via text or email with pre-built, professional templates. ClientMeet can also automatically update client records in the CRM.
Unfortunately, ClientMeet can’t help advisors decide what to do with all of that extra time they’ll have in their day. That’s a decision we believe is best left for human advisors.
ClientIQ
Looking to quickly pull up some information about a client’s hobbies, job, family, or financial picture? That’s where ClientIQ comes in.
Integrated with the advisor’s CRM, ClientIQ will automatically retrieve details and personalized insights from meetings notes, emails, and call logs. Advisors can search for and access information about a client’s family dynamics, occupation, recreational activities and hobbies, and financial circumstances.
ClientIQ will also help identify areas of growth for advisors and recommend next steps tailored to the client. Financial opportunities, risks, and household milestones (such as life events, investment gaps, or wealth transfer opportunities) can give advisors meaningful reasons to reach out to clients. The goal is to boost an advisor’s productivity, drive growth, and empower deeper relationships — not just with the client, but with the client’s entire family.
Finally, ClientIQ helps advisors keep track of all these new opportunities with an analytics dashboard that provides detailed information of client interactions. These insights can also be shared with clients.
As the latest AI tools in TradePMR’s Fusion Sync suite, ClientMeet and ClientIQ join our Transition Assistant, which is built to streamline the transition of a financial advisor’s book of business with automated data transfer and account population.
Ready to learn more about how TradePMR’s new technology can support your firm’s growth? Schedule a call today.
About TradePMR
For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and support designed to transform their businesses. The brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline investment advisors' operations through comprehensive custodial, operational, and trading support. For more information, visit www.TradePMR.com.
TradePMR is a subsidiary of Robinhood Markets, Inc.
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Discolures:
Fusion Sync’s ClientMeet and ClientIQ are powered by Cognicor Technologies and available for subscription through the Fusion platform. Cognicor Technologies and TradePMR are unaffiliated companies.
The promise of artificial intelligence (AI) is predictive in nature. TradePMR makes no representation or endorsement of any particular application of AI and what, if any, impact the technology may have.
