Template · Finance
Client review meetings for finance
Relationship reviews with AUM, opportunities and follow-ups.
One click opens a free 30-day workspace with this template and sample data. Change anything by asking.
Interactive demo and walkthrough
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Try it: Client review meetingsInteractive demo · sample data
Inside
What it does
Relationship reviews with AUM, opportunities and follow-ups.
- Tracks
- Client, Relationship manager, Assets under management, Last review, Next review, Opportunity, Satisfaction, Email
- Flags automatically
- Not reviewed in 180 days when Last review is more than 180 days ago
- Review due soon when Next review is within 14 days
- Low satisfaction when Satisfaction is Low
- Actions and automations
- Send email: Email the email.
- Create a one-page summary: A short Word summary of this client for a meeting or a hand-over.
- Views and charts
- A table, a board and charts you add by asking
- Its agent
- Watches every client for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
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Questions
Frequently asked
Can we start from our own spreadsheets?
Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.
Can we change it ourselves?
Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.
How long does it take to start?
Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.
Start with this in your own workspace
Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.