met•advisor
met•advisor is a Platform as a Service (PaaS) that enables financial advisors to manage their entire client base from a single, smartphone-accessible platform. The solution centralizes client data, scheduling, and communication, while offering clients a personalized digital experience with tailored updates, real-time booking, and an intelligent conversational assistant. It is designed to simplify the advisory workflow and strengthen client relationships through enhanced trust and reliability.
- Artificial Intelligence
- AI Agents
- Financial Technology
- Software Only
Funding
Founders
Product
Problem
Financial advisors often rely on scattered information across multiple tools, which obscures each client's complete financial picture and slows down key advisory moments. Switching between systems to schedule calls, manage contacts without real segmentation, and handle sensitive follow-ups through manual notes reduces the precision and efficiency of their guidance.
Solution
met•advisor provides a Platform as a Service (PaaS) that consolidates the entire advisory workflow into a single, smartphone-accessible platform. The solution allows advisors to manage their client base, schedule calls based on real availability, and communicate through an intelligent conversational assistant. Clients receive a guided digital experience with tailored updates based on their interests, enabling them to book calls and chat seamlessly. The platform emphasizes trust, simplification, reliability, and personalization to elevate daily workflows and build lasting relationships.
Target Audience
Primary customers are financial advisors who want to manage client relationships and streamline their daily workflow through a single, integrated platform.
Features
- Unified client management platform accessible entirely from a smartphone
- Client-facing app with personalized updates based on individual interests
- Real-time availability-based call booking system
- Intelligent conversational assistant for client-advisor chat
- Security as a core, non-negotiable element of the platform
- Guided digital experience that adapts to each client's needs