Description

&money Financial Meeting Platform is platform (eco system), which covers the entire meeting process within the Financial Industry (e.g. banking, insurance, pension).

The platform have 4 main services:

1. Scheduling services

2. Qualify, collect and preperation

3. Meet and present

4. Convert and follow-up

All services and modules are configurabel with no-code in the platforms Management UI e.g.

setting up customer types, meeting themes, customer prioritization, duration of meetings, master templates for customer presentations
user- and licens management,
CRM configuration
Creation of Portals for scheduling of customer meetings via partners
AI playbooks to orchestrate AI agents used for various services.

Benefits

The platform gives serveral benefits:

Employees
- Experience a modern and digitalized platform, which is simple to use, integrated deeply into the companies CRM system and saves daily administration in the entire meeting process.
- Meetings are syncronised between Outlook and CRM system
- Data is automatically updated in the CRM system.
Customers
- Are digital and expect digital solutions, which is easy to use and effective
- Are met by personalized customer presentation based on their needs and exspectations
- After the meeting the customer automatically receives a summary from the meeting.

Needs and pains

Several needs and pains are covered by the Platform:

Needs
- Easy to use
- Integrated to CRM system
- Time saving
- Syncronisation of meetings between Outlook and CRM system
Pains
- Often to time consuming to do the different things during the meeting process
- Often customer sees the customer presentation as too inside-out and not very personalized
- Summaries oftens comes very late after the meeting
- Customers sees their customer advisor as to reactive

&money Financial Meeting Platformandmoney ApS

&money Financial Meeting Platform

andmoney ApS

&money Financial Meeting Platform

andmoney ApS

&money Financial Meeting Platform
andmoney ApS