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Fiduciary Flow

Fiduciary Flow is an AI meeting agent for wealth management discovery calls, review meetings, and renewal conversations. The agent listens for concerns around trust, fees, timing, and fit, then supports the advisor with relevant context from notes and systems. It's a practical talking AI agent for financial teams that want better live conversations, not robotic scripts.

WEALTHDISCOVERYCLIENTSFINANCE

What this agent does

  • Support trust and fee objections
  • Surface relationship context
  • Track client goals
  • Prompt on missed questions
  • Create next-step recaps

Connected data sources

HubSpotSalesforceSlackGoogle Drive

Best for

  • Wealth discovery calls
  • Client renewal meetings
  • Advisor review sessions
  • Retirement planning conversations

Deploy this agent

Launch the Fiduciary Flow in your Google Meet calls in minutes. No engineering required.

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