ANN-E Meeting Prep for Wholesalers
AI-powered meeting preparation for advisor conversations — built directly into Salesforce.
ANN-E helps asset manager sales teams walk into every advisor meeting with a clear view of the relationship, recent activity, product discussions, open follow-ups, and next best actions.
Summaries are prepared automatically through Salesforce calendar integration and remain available on demand with a single click.
ANN-E for Asset Manager Wholesalers
ANN-E gives internal and external wholesalers a faster, clearer way to prepare for advisor meetings.
Before every meeting, ANN-E brings together relevant Salesforce activity — notes, emails, tasks, meetings, prior conversations, product discussions, and follow-up items — into one concise prep summary.
Instead of spending time searching through CRM history, wholesalers get a focused view of what matters most before the next advisor conversation.
Core Value Proposition Section
Retirement-Focused Education + Digital Engagement
AdvisorExtra combines:
- Retirement income planning education
- Growth and accumulation strategies
- Tax-aware financial planning insights
- Sponsored educational content
- Interactive retirement and financial calculators
- Thought leadership opportunities
- Product positioning for retirement-oriented investment solutions
This integrated model helps asset managers establish stronger credibility and relevance within advisor retirement planning workflows.
Focused Retirement Planning Depth Beyond Generic Trade Media
Many advisors are underserved by broad financial media lacking:
- Retirement income planning specialization
- Practical retirement strategy education
- Tax and withdrawal planning insights
- Client-ready planning tools
- Sustained digital engagement
AdvisorExtra focuses specifically on the retirement planning conversation where accumulation, income generation, tax strategy, and portfolio construction intersect.