Insights today. Stronger tomorrow.
Smarter
Conversations.
Stronger Outcomes.
Advisor Intelligence helps financial advisors analyze client situations, explore potential needs and product considerations, and prepare for more confident client conversations.
No credit card required.
- Practice realistic client conversations
- Access trusted insights
- Build your confidence
- Create better outcomes
Client Conversation
Client speaking
Marcus
High-net-worth client · Digital assets
"I've been hearing a lot about Bitcoin lately. Should I be considering it as part of my portfolio?"
Conversation Intelligence
78/100Key strength
Built rapport early
Opportunity
Explore the client's risk tolerance
Intelligence for the Decisions Behind Every Client Conversation
Client Intelligence
Analyze real client scenarios to better understand client goals, needs, risks and important considerations.
Product Intelligence
Explore product categories and potential solutions that may warrant consideration based on the client's situation.
Conversation Intelligence
Prepare for and practice realistic client conversations with structured feedback designed to help advisors improve.
How it works
From client situation to confident conversation
- 01
Enter the Client Scenario
Provide relevant information about the client's situation, goals, concerns and financial needs.
- 02
Analyze the Situation
Use Advisor Intelligence to organize the situation and identify important needs, risks and considerations.
- 03
Explore Potential Solutions
Evaluate relevant product categories, strategies and considerations that may warrant further analysis.
- 04
Prepare for the Conversation
Turn the analysis into a clearer client conversation or practice the discussion before the actual meeting.
Platform
One platform, from client situation to client conversation
Advisor Intelligence extends beyond a single feature. Each module supports a different part of the work.
Client Intelligence
Organize the client situation into needs, risks and considerations.
Recommendations
Build and compare the rationale behind a proposed approach.
Conversations
Prepare meeting briefs and the language for the discussion.
Practice
Rehearse realistic client conversations with structured feedback.
Strategy
Explore strategies, product categories and trade-offs.
Resources
Advisor-focused intelligence and reference material.
Conversation practice
Practice Before the Client Meeting
Choose a realistic client scenario, practice the conversation, and receive structured feedback on how effectively you acknowledged the client's perspective, provided context, translated complex concepts, and connected the discussion to the client's goals.
Conversation Intelligence
78/100Key strength
Built rapport early
Opportunity
Explore the client's risk tolerance
Bring More Intelligence to Your Next Client Conversation.
Analyze. Prepare. Practice. Improve.
No credit card required.