Walk into every client meeting fully prepared
Automated client intelligence briefings delivered before every meeting, so you never miss a cross-sell opportunity or walk into a conversation unprepared.
Meridian Manufacturing
Mid-Market Commercial • Tomorrow 10:00 AM
Built for relationship managers
who need full client insight
Relationship Managers juggle dozens of client relationships, each with unique product holdings, transaction patterns, and service histories spread across multiple systems.
Relationship Managers
Actionable client conversations
Client Advisors
Client guidance
Sales Team Leads
Team productivity oversight
Client Service Managers
Deep, consistent analysis
From alert to action in minutes
The objective of this agent is to maximize meeting effectiveness and client wallet share.
The Trigger
You define when the agent should activate. When conditions are met, it starts working automatically.
- Scheduled meeting detected: Triggers 24 hours before any client meeting synced from your calendar or CRM
- Same-day briefing refresh: Updates the briefing 2 hours before the meeting with any overnight changes
- Significant account activity: Large transaction, credit line utilization spike, or rating change triggers an immediate alert
360° View
The agent opens a tailored dashboard consolidating data from all your systems.
- Client profile: Entity name, segment, relationship tenure, assigned RM, key contacts
- Product holdings: Deposits, loans, treasury products, trade finance, cards—with balances and utilization rates
- Recent transactions: Last 30 days of significant activity across all products
Automated Analysis
The agent follows a structured analysis flow, combining checks with exploratory reasoning.
- Product inventory scan — Catalogs all current holdings, flags any products approaching renewal or maturity
- Utilization analysis — Identifies underutilized credit lines or dormant accounts that may indicate relationship drift
- Wallet share calculation — Compares client's product mix and balances against segment benchmarks to quantify untapped potential
Actionable Output
After analysis, the agent creates a human-friendly report with everything your team needs.
- Executive summary: One-paragraph overview of relationship status, key opportunities, and any concerns
- Talking points: 3-5 data-backed conversation starters tailored to this client
- Wallet share snapshot: Current share vs. segment benchmark with specific gap quantification
Delivery
Reports are sent automatically via email or accessed directly in Veezoo.
Key benefits for sales teams
Concrete, measurable value for your team from day one
Faster meeting preparation
Before: 45-90 minutes gathering data from multiple systems. Now: complete briefing delivered automatically, ready for a 5-minute review.
Higher cross-sell conversion
Identified product gaps with peer benchmarking typically surface 2-4 new opportunities per client that RMs would otherwise miss.
No blind spots
Open service issues and risk flags are surfaced proactively, preventing awkward surprises during client conversations.
Up and runningin production in weeks
To deploy this Agent, you connect Veezoo to your existing Data Warehouse, typically containing data from:
Ready to explore Relationship Manager Briefing?
Fully customizable to your workflows, data sources, and business requirements.
Typical initial implementation in weeks, not months.