The meeting lifecycle is broken at every stage.

Pre-meeting: advisors manually search for client context across 5+ screens. During meeting: technology interrupts rather than supports the conversation. Post-meeting: 30+ minutes of admin to document what happened. No connection between meeting outcomes and active alerts.

AI-orchestrated pre, during, and post-meeting intelligence.

Meeting Center transforms the entire meeting lifecycle. Before: auto-loaded prep with confidence-labeled talking points. During: restrained AI that captures silently. After: structured extraction with one-tap approval and auto-drafted follow-ups.

Design choices that defined the experience.

• Time-adaptive intelligence: The closer to the meeting, the more focused the prep — from full dossier to single key insight
• Restrained AI during meetings: The most important design choice is knowing when to disappear — no suggestions, no interruptions
• Structured extraction over freeform: Post-meeting notes are parsed into relationship, financial goals, and action items — not a wall of text
• Agentforce-native actions: Every follow-up creates real Salesforce records — cases, life events, tasks, emails — not just notes

Impact.