Meeting Preparation Agent

Purpose

The Meeting Preparation Agent delivers tailored, intelligence-rich briefings for CIB meetings by combining live external market data with the customer’s internal relationship history.

Primary users

The primary user is specified as Both. The agent is intended to support users preparing for CIB client meetings with relevant market, client, and relationship context.

Where it fits (process/stage/trigger)

The agent fits into the meeting preparation stage before a CIB client meeting, when client information, emails, CRM data, public market intelligence, and internal relationship context need to be consolidated into a usable brief.

Key capabilities / workflow

The agent uses client information, emails, CRM data, public web and market datasets, and internal CRM and document datasets to extract client and market intelligence, connect it with relationship history and commercial context, validate whether the context is sufficient, and generate a personalized actionable meeting brief.

Inputs

Typical inputs include client information, emails, CRM data, public web and market datasets for client and market intelligence, and internal CRM and document datasets covering relationship history, past conversations, and commercial context.

Outputs / Deliverables

The final output is a personalized, actionable CIB meeting brief designed to improve preparation quality, strengthen client relevance, and increase the likelihood of identifying commercial opportunities.

Value

The Meeting Preparation Agent helps improve the quality and relevance of CIB meeting preparation by consolidating external market intelligence and internal relationship history into a focused brief that supports more informed and opportunity-oriented client conversations.