New product release coming soon!
Econiq is excited to announce that a new product release is coming in early 2023 to The Conversation Hub, a virtual meeting room that allows advisory firms to prepare, run, perform, and improve client interactions with ease and efficiency. We've made the shared-screen experience even better with a refreshed design interface and new product features. Subscribe to our mailing list now to learn more!
First Month FREE!
Join our VIP mailing list and be the first to experience the all-new Conversation Hub live in action. Plus, you'll receive your first month FREE when you purchase a 12-month subscription. Don't miss out on this exciting opportunity and limited time offer – sign up today!
The virtual meeting room built for your clients
Quit balancing multiple browser windows and documents during online meetings. With The Conversation Hub, you can streamline the customer journey by utilizing brand assets from documents to media directly in the easy-to-use platform. This enables you to cut through the complication and visually communicate how you’re working for your client’s financial goals.
Design meetings in minutes
The new visual frames help financial advisors guide clients through the complex world of finance. Using the frames as a conversational guide, you can organize and present information in a clear and concise manner. Choose from a variety of pre-designed meeting templates and topics that allow you to frame the meeting flow, keeping the client experience the priority.
Track performance with meeting insights
Each meeting is recorded and scored for Meeting Quality assurance, a measurement of meeting time, conversation coverage, and how well you connected with a client. Use meeting insights to compare team performance levels and create consistent experiences amongst advisors. Plus, The Conversation Hub integrates with your tech stack, saving you preparation and follow-up time for every meeting.
Founder of Inside Information Bob Veres calls The Conversation Hub
"the new software you never realized you needed."
Enhance your existing tools
Our expertise in integrations has allowed our clients to save time, reduce human error, improve data integrity and transparency, provide better service to their clients and scale their business. Talk to us today to review your tech stack and explore how visually engaging meetings and richer integrations with The Conversation Hub can transform your client experience and technology woes.
