ALCOVA MEETINGS

Walk in knowing everything.

AI-powered briefings before every meeting. Smart notes during. Automatic follow-ups after.

Start Free TrialBook a Demo

Walk in prepared

AI briefings with client history, previous meetings, and recent emails—delivered before every meeting.

Capture what matters

Smart notes and action items extracted from every conversation, structured the way you work.

Action, not admin

Follow-ups sent, tasks queued, CRM updated, documents out for signing—automatically.
THE PROBLEM

You already know this feeling.

Rushing between meetings. Scrambling to remember what you discussed last time. Realizing mid-conversation you've missed something crucial.

2.5hwasted weekly on manual prep
40%of client info scattered across tools
∞follow-ups falling through cracks

Your clients deserve an advisor who remembers everything. Now you can be.
THE MEETING LIFECYCLE

One meeting. Zero loose ends.

01
PRE-MEETING

Walk in knowing everything

Before you step into the room, Alcova has already done the homework. Client history, recent interactions, open tasks, portfolio changes—all synthesized into a briefing that takes 30 seconds to scan.

  • ✓Full client timeline pulled from CRM
  • ✓Recent email threads summarized
  • ✓Portfolio performance highlights
  • ✓Open action items and follow-ups
  • ✓Suggested talking points
02
DURING MEETING

Stay present, miss nothing

03
POST-MEETING

Everything handled, automatically

Meeting Briefing — Sarah Chen
Summary

Sarah is a long-standing client focused on wealth preservation and tax efficiency. In your last meeting, you discussed rebalancing her portfolio and she expressed interest in setting up an SMSF. She recently emailed asking about tax-loss harvesting before EOFY. Her portfolio is up 12.3% YTD.

Open Tasks
Send portfolio performance reportCompleted Jan 10
Connect with estate planning attorneyCompleted Jan 8
SMSF incorporation documentsWaiting on client signature
Tax-loss harvesting analysisDue before EOFY
Suggested Talking Points
• Follow up on SMSF paperwork status
• Review tax-loss harvesting opportunities
• Discuss Q1 rebalancing strategy

plays nicely with your stack

Direct integrations with the tools you already use. No bots, no friction.

Zoom
Microsoft Teams
Google Meet
Salesforce
Dynamics 365

More integrations shipping soon. Got a request?
ON COMPLIANCE

Compliance without the guilt trip.

You know the feeling: the CRM field you meant to update, the note you never wrote, the follow-up that slipped through the cracks. We've all been there.

"We had a compliance review. For the first time, every client meeting had complete notes. Every follow-up was documented. No weekend scramble, no panic."

— Head of Advisory, Wealth Management Firm
HOW IT WORKS
  • 01Notes sync to Dynamics 365 or Salesforce—no extra steps
  • 02Clear audit trail: who said what, when, and what happened next
  • 03Reads your existing client context, writes back automatically
  • 04Complete records without the busywork
READY?

stop preparing for meetings.

start excelling at them.

Full features for 14 days. No credit card required.