From Meetings to Momentum: Elevating Client Conversations with Asset-Map and Contio
Together, Asset-Map and Contio give advisors a complete meeting experience: Asset-Map serves as the user interface for facilitating financial decisions in real time, while Contio ensures every commitment, action item, and insight is captured and accountable after the meeting ends.
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Features Overview
One-click Meeting Summaries
Launch Contio directly within Asset-Map to capture meeting notes and action items, then instantly revisit past conversations from the household meeting catalog.
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Seamless Continuity
Revisit prior conversation summaries with a single click from the household’s meeting catalog to ensure you are fully prepared for every interaction.
Upcoming Webinar: Turn Your Meetings into Momentum
Join our Founder & CEO, H. Adam Holt, CFP, and Aaron Klein, Founder & CEO of Contio, on June 11th, where we’ll introduce our newest integration that’s designed to turn every client interaction into immediate momentum. Click here to register!
Book Your Asset-Map Tour
More Information
Webinar description here
