Spend less time documenting your advice - and more time talking to clients

Your clients need your personal input - especially during the COVID-19 crisis. So do away with documentation overload and focus on your clients instead.
Keep your team on the same page - even remotely.
Screenshot of Pulse360 software showing completed summary letter

What they say

CURRENT WAY

Entire Meeting Process

From Meeting Prep → Meeting Notes → Post-Meeting - is Broken.

1

Meeting Prep

Your team will begin to review past notes by searching for them in emails, Word, PDFs, Excel files. Did they make it into your CRM? Or worse, you happen to just remember it!
Time Wasted:
10 minutes
2
Agenda

Agendas

Send a generic agenda or personalized? Personalized takes time - will sit in your team's email draft folder. No easy way to collaboratively work on that. And worse, keep typing same agenda items over and over and over.
Time Wasted:
10 minutes
3

Meeting

Where to take the meeting notes? Yellow pad? Ipad? Evernote? How does that get into your CRM? 
Time Wasted:
10 minutes
4

Post-Meeting

How do you do hand-offs? Especially with remote world now. How much time is being spent on creating client facing follow-ups? Perhaps you don't bother. 
Time Wasted:
20 to 30 minutes

30-minutes per meeting is being wasted because your "tech stack" is not made to solve this. 

NEW WAY

Let's stop putting a square peg in a round hole.

From Meeting Prep → Meeting Notes → Post-Meeting - Reimagined!

1

Meeting Prep

Search your notes in seconds in one place.
Time Saved:
90% +
2
Agenda

Agendas

Send a generic agenda or personalized? Personalized takes time - will sit in your team's email draft folder. No easy way to collaboratively work on that. And worse, keep typing same agenda items over and over and over.
Time Saved:
70% to 80%
3

Meeting

Use the built-in digital notepad that is linked directly with your client and appointment. No more  
Time Saved:
10 minutes
4

Post-Meeting

As an advisor, press "Delegate" from your digital notepad and your team will be notified. Instant hand-off! And use the built-in capability to generate a follow up in under 5 minutes.
Time Saved:
15 to 25 minutes

Designed for Financial Advisors

Transform your client review workflow processes

See how you can send an agenda, take handwritten notes and send follow-ups - all from one place.

A Searchable, Repeatable, and Scalable process

Prepare and send customized agendas in just 2 minutes

With the help of Pulse360’s micro-templates and flexible fields, you can create customized agendas in a flash - without breaking a sweat. Housekeeping and opportunity items can be included too.

Say goodbye to yellow pads - take notes digitally

You can write/draw on the built-in digital notepad. It is directly tied to your client and the appointment within Pulse360 and centrally saved. Your team can access what you write/draw - in one app - from anywhere. And Pulse360 syncs seamlessly with your current CRM. Hand-offs are now a thing of the past!

A junior staff member can relay your advice - in your words - in an instant

Financial lingo, compliance issues and company branding all have to be addressed in a follow-up. No wonder they’re such a chore. Not any more. With Pulse360 simply add in your advice just once - then pass to a junior team member to create your follow-up. Job done. Now you can spend your time where it’s needed most - with clients. Time to scale your business!

Send follow-ups in 5 minutes

You don’t have to open an email to compose a follow-up. Or grapple with frustrating formatting issues. Finished follow-ups are sent directly from your app - and your advice is synced to your CRM.

Calculate your time savings writing summaries

Enter the number of meetings you hold per week

You will save __ hours per week and at $30 an hour, that's $X saved per week!

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