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Best Practice - Immersive Meetings

Date: July 21, 2021

Financial Advisors, during a meeting with a client or prospect, how do you explain complex topics? If you are like most advisors, you are drawing on paper.

What if you could make it more immersive and interactive with the client?

You can with Pulse360's built-in white boarding feature. You don't need to spend thousands upon thousands of getting electronic whiteboards. Just a press button in Pulse360.

If you are meeting clients in office now, you can even have what you are doing on your computer show up on your conference room TV.

Take screenshots of charts and paste them in. Draw over them. Color them. All of that is possible and is automatically saved under the contact record. You don't even need to scan or file.

And we automatically send a link to your CRM: Redtail CRM, Wealthbox CRM or Salesforce CRM.

Check out the video to see how you can take your meetings to the next level.



If you are not using Pulse360, consider scheduling your demo to see how you can also have a white boarding solution to make your meetings more immersive and interactive. Educate your prospects better so they consider working with your financial advisory practice.

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With two decades of experience doing what you do every day, our founder, Anand decided to build automation technology for financial advisors like you.
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