Your New "Junior Analyst" is an AI Agent: Automating the Pre-Meeting Scramble
For a Wealth Advisor, the most valuable asset isn't a stock pick; it is face time with the client.
But for every hour spent in a client meeting, there is often an hour of frantic preparation beforehand.
“How has their portfolio performed since we last spoke in Q3?”
“They hold a lot of Tech stock—did I check if the recent antitrust news affects them?”
“Where did I save those estate planning notes from last year?”
Advisors are forced to toggle between their CRM (Salesforce), their Portfolio Management System, and financial news sites (Bloomberg/CNBC), trying to mentally synthesize a narrative. It is manual, prone to oversight, and frankly, a waste of high-value billing hours.
At Evonence, we are giving every advisor a dedicated AI research assistant: The Client Meeting Prep Agent.
The Solution: The "One-Click" Briefing
Calendar Invite
Identifies "Johnson Family"
BigQuery
Portfolio Returns Data
Market News
Holdings Context
Imagine an advisor looks at their calendar. They have a meeting with the "Johnson Family" in 30 minutes.
Instead of panic-searching, they simply open a blank Google Doc and click a custom button: "Generate Client Brief."
In seconds, the Agent:
Identifies the client from the calendar invite.
Pulls the latest portfolio performance data from BigQuery.
Scans recent market news relevant only to the Johnson’s specific holdings.
Drafts a structured 2-page briefing document directly in Google Docs, complete with a "suggested agenda" based on their last meeting notes.
The advisor walks into the meeting prepared, confident, and focused on the relationship, not the data gathering.
Under the Hood: Gemini + Workspace Integration
This use case shines because it lives where the advisor works: inside Google Workspace.
1. Gemini for Workspace (The Interface)
Competitor solutions often force advisors to log into a separate "AI Portal" or chat window. We bring the AI directly into Google Docs and Slides. Using Gemini for Workspace, the output is an editable document, not a fleeting chat message. The advisor can tweak the tone, add a personal note, and print it immediately.
2. BigQuery + Vertex AI (The Brain)
Generic AI tools don't know your client's portfolio. We connect the agent to BigQuery, where your secure financial data lives.
The Query: The agent doesn't just guess; it runs a precise SQL query to fetch "Johnson Portfolio YTD Return."
The Grounding: It combines that hard number with soft data (market news) using Vertex AI to generate a narrative: "Your portfolio is up 8%, largely driven by the sector rally in your semiconductor holdings."
The Migration Advantage: Why Google Wins on Workflow
Many firms are evaluating Microsoft Copilot. While powerful, the integration between structured data (SQL databases) and unstructured generation (Word docs) can be clunky and require complex "Fabric" setups.
Google Cloud offers a tighter, more lightweight integration. Because BigQuery and Gemini share the same backbone, we can pipe live financial data into a Google Doc with significantly less engineering overhead. It feels less like "running a report" and more like "magic."
The Evonence Approach: Deploy in 4 Weeks
This is the ultimate "productivity quick win" for wealth management firms.
Week 1: Connect the agent to your Portfolio Data source (BigQuery) and News API.
Week 2: Design the "Perfect Brief" template with your top advisors.
Week 3: Build the Gemini extension for Google Workspace.
Week 4: Roll out to a pilot group of 10 advisors.
The Goal: Give your advisors their mornings back.
Empower your team to focus on advice, not administration. Contact Evonence to demo the Meeting Prep Agent.
