Build Stronger Client Relationships
Get comprehensive client research with wealth indicators and life event signals before every advisory meeting.
Challenges Financial Services Face Daily
Sound familiar? You're not alone.
Client research is manual
Financial advisors manually research client backgrounds, careers, and potential wealth indicators before meetings.
Missing life event signals
Without tracking client life events like job changes, marriages, or business sales, advisors miss service opportunities.
Generic advice conversations
Without deep client understanding, advisory conversations lack personalization and relevance.
Three Steps to Automated Research
Connect Your Calendar
Link your calendar and Prepd detects client meetings automatically.
AI Researches Clients
Our AI analyzes client profiles, careers, and life event signals.
Brief Delivered
Receive a comprehensive client brief before your advisory meeting.
Why Financial Services Choose Prepd
Client Deep Dive
Get comprehensive client profiles including career trajectory, business interests, and family context.
Life Event Detection
Identify job changes, business milestones, and family events that create advisory opportunities.
Wealth Indicators
Understand client financial context through public signals and career analysis.
“Prepd transformed how our financial services team prepares for client meetings. We're now walking into every call with confidence.”
Ready to Automate Your Pre-Call Research?
Join financial services who save 20+ minutes per call with Prepd.
Start Free Trial14-day free trial • Cancel anytime
Frequently Asked Questions
Everything you need to know about Prepd for financial services.
Still have questions? Contact support