&money EngageMe Platform

end-to-end solution that digitalizes and optimizes the entire meeting process

within banking, insurance, and pension sectors — directly inside your existing

CRM system.

The

platform has 4 main services where all services are integrated to the customers

CRM system:

• Schedule – Advanced scheduling engine

for customers, advisors, and partners, maximizing availability for

valuable customers, while ensuring the most effective use of advisor

resources and competencies.

• Prepare – Automated pre-meeting

process combining AI-driven preparation, customer qualification, and

seamless document collection and verification to ensure every meeting

starts fully informed and compliant

• Assist – An AI-powered live assistant

that supports advisors in real time during customer meetings — ensuring

meeting goals are achieved, relevant products are presented, and sales

opportunities are identified. After each meeting, MeetMe delivers personal

feedback, enabling continuous advisor development and measurable

performance improvement.

• Act – Automates creation of leads,

cases, and opportunities, and ensures consistent follow-up actions.

Summaries and customer focused messages are generated instantly after each

meeting.

All modules are no-code configurable via the

platform’s Management UI.

Benefits

For

Employees

• A modern, integrated and

intuitive CRM experience that reduces administrative effort across the

entire meeting lifecycle.

• Seamless synchronization

between Outlook and CRM systems.

• Real-time AI insights and

post-meeting feedback drive measurable improvement in advisory quality and

sales performance.

For

Customers

• Digital, frictionless and

personalized meeting experiences.

• Meetings tailored to their

specific needs, with clear summaries and actionable next steps delivered

automatically.

• Greater understanding of

financial options and transparency in advisory outcomes.

Needs and Pains Addressed

Needs

• Intuitive, time-saving meeting

process integrated with CRM

• Consistent synchronization

across Outlook and CRM

• Structured, measurable and

compliant advisory flow

Pains Solved

• Time-consuming, fragmented

meeting preparation and follow-up

• Generic, inside-out customer

presentations that fail to engage

• Delayed or missing post-meeting

summaries and next steps

• Reactive instead of proactive

advisory approach

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