Client Engagement·Capability hub
Scheduling Apps
Automated calendar booking and client reminders.
What's shifting
From booking links to autonomous calendar agents
Scheduling tools started as simple shared-availability links that still required clients to navigate forms and confirmations. Conversational AI agents now negotiate meeting times directly with clients across email and SMS, factor in travel, and auto-prep agendas. This removes the last bit of back-office coordination from the advisor's plate.
Product Management Artifacts
Coming soonTeardowns, deep dives, and other product managment artifacts for this capability are on the way.