During the meeting

• Everything you need at your fingertips
• An easy to use meeting interface that maintains client focus
• No need to juggle different systems during the meeting
• All meeting information effortlessly captured and shared with existing systems
• Safeguard your clients

Meeting preparation

• Easily design your visual meeting flow
• Choose from libraries of meetings templates
• Set customized agendas
• Personalize every engagement
• Intuitive visual meeting assembly

Meeting follow up

• Personalized, branded meeting summary to share with client
• Automatically share meeting data with other systems
• Every meeting is tracked and measured and scored for Connection Quality (CQ)
• CQ is a measurement of how well you have connected with a client during the meeting
• C-level visibility into the consistency of client experience