Pulse: from meeting to action, instantly
Every advisor-client meeting ends with commitments. Three weeks later, no one has done the thing. Pulse is the governed, persistent handoff between what was decided and what needs to happen next, delivered to the client's app before they leave the parking lot.
Meeting to action, delivered to the pocket
Pulse drafts, the advisor approves
Pulse generates the meeting summary and automatically suggests action items, a feed post, and a DM from the meeting notes. The advisor reviews, adjusts owners and due dates, then pushes the approved items to the client.
Client gets a push
Within minutes, the client receives a push: their meeting summary and next steps are ready in the app.
Nothing falls through
Over days and weeks, both sides see status. Completed items are marked. Overdue items surface reminders.
The post-meeting follow-through gap is expensive
For clients
Quality of post-meeting follow-through is a top predictor of satisfaction and retention.
For advisors
An advisor managing 150 relationships cannot manually track hundreds of open items. Pulse holds the list.
For compliance
Every action item is timestamped, documented, and attributable.
Fast enough for the parking lot
Under two minutes after a meeting
Meeting summary templates, recurring items, client-specific dashboards, automated reminders, and CRM sync to Salesforce, Redtail, or Wealthbox. Zero double-entry.
Mobile, tablet, or desktop portal
A summary that feels like the relationship
Clear owner. Clear timeline. Clear next step.
Clients see a branded summary of what was discussed and what needs to happen next, with one-tap completion, in-app messaging from an item, and a historical archive of past meetings.
Architecture, not memory
Pulse questions, answered
Does Pulse require AI?
Pulse is advisor-initiated. Intelligence can suggest follow-ups from notes, but Pulse itself does not require AI activation.
Can we customize templates?
Yes. Action item templates can match your firm's planning workflow, service model, and terminology.
Does Pulse work with Salesforce tasks?
Yes. Bidirectional with Salesforce tasks and activities.
What if the client doesn't have the app yet?
Items are held in the advisor portal and pushed the moment they activate. First-time activation includes outstanding Pulse items.
How fast is delivery?
Clients typically receive the push within minutes of the advisor confirming items.
What firms say after launching with Fynancial
I am not exaggerating when I say our app has helped us win over $10M in new AUM between two separate prospects. The vision Fynancial has is incredible!
This highly personalized communication solution enables us to connect with clients like never before. Delivering real advice from real advisors with authentic, timely, human-centered guidance.
The Prime Capital app is our all-in-one hub. Seamless advisor to client communication, fully integrated with our core tech stack. The Salesforce integration ties it all together perfectly.
We are currently managing the majority of our client relationships daily through our app. It has been a game-changer, and I cannot say enough positive things about Fynancial and their entire team.
Build your branded app in under 1 min
0 code. 0 calls. Your brand configured live in under 60 seconds.
Toggle the modules you want, set your colors, and preview the exact build clients open on day one, before any commitment.
