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Meeting prep brief generator
CRM + portfolio + recent news + last meeting notes → one-page brief in the advisor's inbox the morning of. Every meeting starts on the front foot.
Four patterns we hear from financial advisors and rias on every diagnostic call. None of them get fixed by hiring. All of them get fixed by writing the implicit rules down and letting AI carry the rote work.
CRM + portfolio + recent news + last meeting notes → one-page brief in the advisor's inbox the morning of. Every meeting starts on the front foot.
Recorded or transcribed meeting → structured CRM update with follow-up tasks, action items, and the next-meeting agenda. Advisors stop typing after sessions.
Drafted email or marketing piece runs through a compliance-aware pre-flight before it hits the CCO queue. Risky language flagged with the rule cited. Review queue gets shorter.
Client-friendly portfolio summaries generated on demand from your portfolio system. Advisors can answer the "how are we doing" question in minutes, not hours.
KYC, risk profile, custodian paperwork, and transfer initiation in one guided flow. New-client onboarding goes from three weeks to one.
Daily portfolio drift checks against the IPS bands. Alerts the advisor before the threshold is crossed, with a drafted client comm.
Different drip cadences and content per AUM tier. The right prospect gets the right attention at the right time.
| # | Manual today | With Scooper |
|---|---|---|
| /01 | Meeting prep eats prime hours every morning | Meeting prep brief generator |
| /02 | Compliance review is a bottleneck | Meeting note → CRM update |
| /03 | Client reporting is rigid and quarterly | Compliance pre-flight check |
| /04 | New client onboarding takes weeks | On-demand client portfolio reports |
We do not migrate you off your software. We build a layer on top.
“Advisors take 25% more meetings a week. Compliance review goes from days to hours. The CCO finally gets a queue they can keep up with.”
15-min discovery → two-week paid diagnostic. Operator interviews, workflow shadowing, and three nasty real examples worked end-to-end. By day ten you have a scope, a price, and a signed-off KPI.
Senior operators in your repo and your Slack. Code, prompts, and evals shipped in 3–6 weeks. KPI signed off in writing before we start. Miss the number, the next sprint is on us.
Two rounds of post-launch tuning. Then your team owns it. We hand over the code, the eval harness, the runbook, and the SOPs. No retainer required. No vendor lock-in.
Anonymized · numbers from the books
A $1.2B AUM RIA with 11 advisors had a six-month wait list and a CCO who was the bottleneck for every outgoing email. We shipped the meeting-brief agent and the compliance pre-flight first. Inside a quarter, advisors logged 27% more meetings, compliance review averaged 4 hours instead of 3 days, and the firm hired the next advisor without the lead-time anxiety.
We will tell you in 15 minutes whether AI fits your bottleneck. If it does, we will scope a two-week paid diagnostic. If it does not, we will tell you that too.