Before an important call, the standard move is to Google the person, skim their LinkedIn, and try to remember what you talked about last time. The preparation that actually matters sits somewhere else: in your inbox, in your calendar history, in a note you wrote six months ago after a conference.
That context is yours. You created it. And you usually can't get to it quickly enough to be useful.
I built a meeting prep agent that reads the right sources before every call. It scans prior email threads with that person, pulls recent calendar interactions, reads whatever I've already captured about them, and checks where the relationship sits in my pipeline. The output is a structured brief: what we've discussed, what they care about, what I should know going in, and what the session is actually for.
The brief isn't what a search engine would return. It's what I already know, organized into a form I can use in two minutes.
The insight that built it: in financial services, most of your relationship edge isn't in public information. It's in the conversations you've had and what you noticed. A system that makes that accessible before every meeting compounds the value of every conversation you've already had.