In Seconds
The Meeting Agenda Generator Agent automatically creates personalized, client-specific meeting agendas by pulling relevant data from your CRM, portfolio management system, and recent account activity. It produces structured agendas that highlight discussion points, performance summaries, and action items - ensuring every client meeting is focused and productive.
20 free runs/month · No credit card required
Why do RIAs struggle with meeting preparation?
Client meetings are the cornerstone of advisory relationships, yet advisors often spend more time preparing for meetings than conducting them. The manual process of gathering client data, reviewing recent activity, and organizing talking points pulls advisors away from higher-value work.
Scattered Client Data
Client information lives across multiple systems - CRM, custodian portals, financial planning software, and email threads. Advisors waste valuable time hunting down details before every meeting.
Inconsistent Meeting Quality
Without a structured approach, meeting agendas vary wildly in quality. Important topics get missed, and clients notice when their advisor seems unprepared or disorganized.
"Last-Minute Scrambling"
Back-to-back client schedules leave little time for prep work. Advisors often find themselves pulling together agendas minutes before meetings, leading to rushed and incomplete preparation.
How PitCrew Addresses This
PitCrew automatically aggregates client data from your connected systems, eliminating manual data gathering and ensuring nothing gets overlooked.
Every agenda follows your firm's preferred structure while adapting to each client's specific situation, portfolio changes, and upcoming life events.
Agendas are generated automatically based on your meeting calendar, giving you polished prep materials without the last-minute rush.
How does the Meeting Agenda Generator Agent work?
Sync
The agent connects to your calendar and identifies upcoming client meetings. It then pulls the relevant client profile, including contact details, household information, and relationship history.
Gather
PitCrew automatically retrieves recent account activity, portfolio performance data, pending tasks, and notes from previous meetings. It also flags any significant life events or milestones approaching.
Generate
Using your firm's agenda template and the gathered client data, the agent creates a personalized meeting agenda with relevant discussion topics, performance highlights, and suggested action items.
Deliver
The completed agenda is delivered to your inbox or CRM at your preferred lead time before the meeting. You can review, adjust, and share with clients or team members as needed.
What Does the Output Look Like?
Sample output below uses anonymized data to show the actual report format.
Cornerstone Wealth Partners
CRD #178234 | Denver, CO
| Check | Status |
|---|---|
| Client Information | PASS |
| Portfolio Performance | PASS |
| Recent Transactions | FLAG |
| Goal Tracking | PASS |
| Outstanding Items | DISCREPANCY |
| Suggested Topics | PASS |
Suggested Action
Review flagged withdrawal request and prepare tax impact analysis before client meeting. Follow up on pending beneficiary form.
What Does This Agent Do?
Multi-Source Data Pull
Aggregates client data from your CRM, custodian, and planning software into one agenda.
Portfolio Snapshot
Includes current holdings, performance vs benchmarks, and asset allocation summary.
Activity Alerts
Flags recent transactions, pending requests, and overdue action items for discussion.
Smart Topic Generation
Suggests relevant discussion points based on client goals, life events, and market conditions.
Meeting History
References past meeting notes and follow-up items to ensure continuity.
Export Ready
Generates print-ready agendas or exports directly to your calendar and CRM.
Works with Your Existing Stack
Salesforce
PlannedWealthbox
PlannedRedtail CRM
PlannedSchwab Advisor Services
PlannedFidelity
PlannedMoneyGuidePro
PlannedeMoney
PlannedMicrosoft Outlook
PlannedWhen do RIAs use the Meeting Agenda Generator Agent?
Quarterly Review Meetings
Situation
An advisor has fifteen quarterly review meetings scheduled over two weeks, each requiring a customized agenda covering portfolio performance, rebalancing decisions, and planning updates.
Without PitCrew
The advisor spends two to three hours per client gathering data, calculating performance figures, and drafting agendas - consuming an entire week of prep time.
With PitCrew
PitCrew generates all fifteen agendas automatically, each personalized with the client's specific performance data, recent transactions, and relevant discussion topics. The advisor reviews and refines in minutes.
Prospect Discovery Meetings
Situation
A new prospect has scheduled an introductory meeting after being referred by an existing client. The advisor needs to prepare thoughtful questions and demonstrate understanding of the prospect's situation.
Without PitCrew
The advisor manually researches the prospect, reviews the referral source relationship, and creates a discovery agenda from scratch while juggling other client demands.
With PitCrew
The agent pulls available prospect information, references the referring client relationship, and generates a discovery-focused agenda with tailored questions based on the prospect's known circumstances.
Frequently Asked Questions
What systems does the Meeting Agenda Generator integrate with?
The agent integrates with major RIA technology platforms including popular CRMs like Redtail, Wealthbox, and Salesforce, as well as portfolio management systems and custodian data feeds. During onboarding, we configure connections to your specific tech stack.
Can I customize the agenda format to match my firm's branding?
Yes. You can define your preferred agenda structure, including sections, ordering, and standard talking points. The agent uses your template as the foundation while populating it with client-specific content for each meeting.
How far in advance are agendas generated?
You control the timing. Most firms prefer agendas delivered one to two business days before meetings, giving time for review and any manual additions. You can adjust this lead time based on your workflow preferences.
Does the agent include compliance-related discussion points?
The agent can flag compliance-relevant topics such as upcoming required minimum distributions, beneficiary review reminders, or suitability documentation needs. You configure which compliance triggers should appear in client agendas.
What if I need to add topics the agent didn't include?
Generated agendas are fully editable. You can add, remove, or modify any section before your meeting. The agent handles the heavy lifting of data gathering and initial drafting - you retain full control over the final product.
Stop Scrambling Before Client Meetings
Generate personalized, data-rich agendas in seconds instead of spending 20 minutes pulling information from multiple systems.
Join the Waitlist✓ Pulls from CRM, custodian, and planning tools automatically
✓ Flags important items so nothing falls through the cracks