Most weeks, external meetings don't stay where you put them. A call gets moved up, a colleague loops you into a conversation an hour before it happens, or someone you didn't plan to talk to reaches out directly. There's a version of prep where you sit down the night before and research tomorrow's meetings one by one — but that only covers the meetings you already know about. That’s where Fin comes in. Fin can proactively prepare you for the meetings it knows are coming and help you get up to speed quickly on the ones it doesn't. Whether a meeting has been on your calendar for weeks or comes together with ten minutes' notice, here's how Fin can help you walk in already briefed.
The Meeting Is Already on Your Calendar: Fin Preps You Automatically
Connect Outlook or Google Calendar, and Fin can identify upcoming external meetings, recognize who's on the invite and match them to the relevant firm.
From there, Fin can prepare the intelligence you need ahead of the conversation and deliver it before you would normally remember to start researching.
Example: You have a meeting tomorrow morning. Instead of remembering the night before that you still need to research the firm and the person across the table, Fin gets the prep in front of you beforehand.
No prompt required. The meeting is already on your calendar, and the prep can be too.
You Know Who You Want to Reach: Let Fin Build the Shortlist
Not every conversation starts with a meeting already on the calendar. Sometimes you know the type of firm you want to reach but need to figure out which opportunities deserve your time.
Message Fin: "I'm going to the RIA Growth Summit in Chicago next week. Can you show me which firms on the attendee list have $500+ AUM and use Schwab?"
Fin can research and rank firms that fit your criteria, giving you a prioritized shortlist and context around why each one is relevant.
Already have a list of accounts your team is targeting? Start there instead: "Filter my saved list down to firms over $2B AUM with Schwab custody."
Rather than starting with a new search, Fin can help narrow the accounts your team is already pursuing so you know where to focus your time.
The Schedule Changes: Forward the Invite to Fin
Schedules rarely stay exactly as planned. A new meeting lands in your inbox, a colleague asks you to cover theirs, or the person you're meeting changes at the last minute.
Forward the invite to Fin and ask: “Prep me for this.”
Fin can identify the people and firms involved and build the meeting dossier from there, bringing together the firm, contact, and relevant intelligence you need before the conversation. The meeting changed hands. The research doesn’t have to start over.
Ask Fin on the Spot
Then there are the conversations that never make it onto a calendar at all. A colleague pulls you into a call at the last minute. Someone reaches out directly, and you recognize the firm name but don't have the context you'd want before starting the conversation.
Ask Fin the way you'd ask a colleague: "Hey Fin. I'm meeting with someone from Cresset in ten minutes. Can you catch me up?"
With just the firm name, Fin can quickly pull together the context you’d want before the conversation — from firm size and custodians to key people, recent activity, and other relevant developments.
From there, keep the conversation going. Ask about a specific person, dig deeper into a recent change, or get more detail on something Fin surfaced in the initial rundown.
Fin is proactive when it knows what’s coming. On demand when it doesn’t.
What You Walk Into the Meeting Knowing
Whether Fin prepared you automatically, worked from a forwarded invite, or responded to a last-minute request, the goal is the same: give you the context you need to have a better conversation.
Fin's meeting brief can bring together:
- Who you’re meeting: role, background and relevant history
- The firm: AUM, key firm details and decision-makers
- Recent activity: relevant changes, holdings, allocations or other signals
- Related contacts: other people at the firm worth knowing
- Talking points: specific angles and conversation openers based on the firm and person you’re meeting
- Suggested next steps: relevant follow-ups and actions to keep the conversation moving after the meeting
Fin's meeting prep can combine the firm overview, a deeper profile of the person across the table, recent signals worth knowing, and talking points framed as openings.
Final Thoughts
Meetings don't all arrive the same way. Some are on the calendar weeks out. Others show up that morning. Some aren't meetings until someone starts talking.
Fin is built for all three. It can prepare for the meetings it sees coming, work from an invite when plans change, and get you up to speed when something unexpected lands in front of you.
The goal isn’t more meeting prep. It’s less time spent doing it and more confidence that when the conversation starts, you already know what matters.