How does MiOpsAI help with client review meeting preparation and follow-up?

Review meeting preparation and follow-up is one of the highest-value operational flows to move into MiOpsAI, because a client service associate or advisor typically spends thirty to sixty minutes preparing for each review meeting (pulling meeting agenda, prior meeting notes, action items from last review, family updates, planning items in flight) and another twenty to thirty minutes on follow-up (thank-you note, action item list to the client, internal task creation for anything the advisor committed to).

MiOpsAI handles the coordination scaffolding around the meeting without touching the substantive planning or portfolio content, which stays with the advisor and the planning and portfolio platforms.

Pre-meeting: LizziAI drafts the meeting invitation and confirmation in the advisor's voice, pulls prior meeting notes and the running client relationship history into a single briefing document for the advisor to scan the morning of, and drafts any pre-meeting client outreach (documents to bring, questions to think about). The advisor still runs the meeting from their own planning and portfolio software, not from MiOpsAI.

During the meeting, MiOpsAI is not in the room. The advisor uses whatever meeting note tool they already use (planning software's meeting module, OneNote, Evernote, dictated notes).

Post-meeting: the advisor pastes or forwards the meeting notes into the client's MiOpsAI thread. LizziAI drafts the client thank-you note referencing the specific topics discussed, drafts the action item list to the client (this is subject to compliance review under your firm's policy before sending), and creates internal tasks for the client service associate for anything the advisor committed to (schedule the next review, request updated statement, coordinate with the estate attorney). The advisor approves the drafts and the tasks land in the right queues.

Beta firms report reducing review-meeting prep and follow-up time by fifty to seventy percent, which at typical review cadences (quarterly for high-touch clients, annually for others) represents meaningful operating leverage. See LizziAI capabilities.