101 Cambridge Street, Suite 385, Burlington, MA 01803, United States
Every advisor instantly running meetings like the top performers. Every meeting tracked and measured for continuous performance improvement
Who we are
We are a trusted advisory company who partner with financial advice firms through our vision program to deliver meeting performance edge. Recognizing the need for software that fosters true human connection, we have now created a patented meeting experience and management platform for financial advisory firms called The Meetings Hub.
The Meetings Hub team have been working in FinTech for over 35 years. We have a proven track record of creating world first and award winning innovative solutions. We developed the world’s first platform for guiding conversations in the banking and insurance industry. We have delivered our solutions to global tier 1 institutions.
We have offices in the US, Ireland and development center in India.
The only meeting platform for financial advice Brand meetings Your brand never looked so good. Run meetings Deep connections through naturally flowing conversations. Manage meetings Stay in control as you scale and grow. Measure meetings Ensure that your team perform in every meeting. ...