Meeting Prep Agent — ibizai Claude for Financial Services

What the Agent Produces

Six structured sections, generated from your context — no external data APIs required.

Client Overview Synthesizes who the client is and what matters to them for this meeting.

Suggested Agenda Time-blocked outline matched to your stated duration and objectives.

Talking Points Organized by agenda item — 3 to 5 actionable bullets per topic.

Questions to Ask Five to seven strategic open-ended questions to deepen the relationship.

Context to Know Macro, sector, or relationship context to keep top of mind.

Follow-Up Template Draft post-meeting email with placeholders for specifics.

Generate Your Briefing Pack

Fill in what you know. The agent will produce a complete client briefing pack ready for your review.

Client Name *

Company *

Meeting Type

Duration

Output Language

Participants (optional)

Meeting Objectives *

Client Background *

Portfolio / Holdings Context (optional)

Recent Developments (optional)

Research live on the web

Draft only — verify all data before use. Not investment, legal, or compliance advice.

How It Works

The Meeting Prep Agent is ibizai's implementation of the Anthropic Claude for Financial Services meeting-prep reference agent, adapted for multilingual (EN/ES/FR) use and the relationship management workflows of ibizai clients.

You provide the context — client background, meeting objectives, optional portfolio notes, and recent developments. The agent uses that context to generate a structured briefing pack via Gemini 2.5 Flash. No external data APIs are called; the output is grounded entirely in what you provide.

Important: The briefing pack is a draft for human review. Verify all figures, dates, and client details before use. Nothing produced by this tool constitutes investment, legal, tax, or compliance advice. All outputs require qualified professional review prior to any client interaction.

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