Digital preparation: More time for advisors with agree21IDA
Together with Fincon Reply, cooperative banks are streamlining meeting preparation: enhanced efficiency through automated reporting, reduced preparation time, and greater scope for personalised client engagement.
The scenario
Why structured meeting preparation is crucial for advisors
In advisory-driven institutions such as traditional cooperative banks, the client remains at the heart of operations: personal connection, tailored service and a deep understanding of the client base define consultants’ daily work. At the same time, expectations around efficiency and service quality continue to rise. Advisors seek more time for direct conversations – yet they must contend with a growing volume of information and time-intensive preparation.
This generates clear requirements for digital tools that support advisory services: they must tangibly ease the consultant’s workload without compromising service quality. In a setting where speed matters and trust is essential, structured meeting preparation becomes a key success factor. This best practice illustrates how a proven solution can deliver both: operational efficiency and high-quality advisory service.
The Challenge
Less time, greater expectations: the key challenge for advisors
Advisors’ time is increasingly limited. Yet clients expect to be treated as individuals and on equal footing. The central challenge lies in enhancing efficiency in preparation and post-processing – without sacrificing quality. This applies not only at the level of individual advisors, but across the organisation. Cooperative advisory service thrives on personal proximity – which requires time.
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The solution
Digital meeting preparation with agree21IDA
The solution is implemented via agree21IDA. Following the nightly IDA data load, a daily meeting report is automatically generated and distributed. Without any manual effort from internal teams, each advisor receives a personalised one-pager in the morning for their upcoming client meetings.
Content and layout are tailored to the needs of market and sales management and can be flexibly adapted to different target audiences – such as retail or corporate clients. Distribution timing can also be configured as required.
Without media interruptions, without manual effort, but with noticeable added value in everyday life.
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The implementation
Automated one-pagers – current, personalised, integrated
The solution delivers a fully automated one-pager, sent to the advisor via email early each morning – even before their first coffee. The structured overview contains all relevant sales information, updated daily: from account balances and hidden savings rates to cross-selling potential, partner penetration, and insights from previous meetings. Additionally, notes, data quality issues, or special indicators are either visually highlighted or displayed in a dedicated information box.
Advisors thus receive a concise, tailored discussion brief, available in both Lotus Notes and Microsoft 365 Outlook – compliant with data protection, contextually appropriate, up-to-date, and relevant. This produces measurable gains in sales efficiency: time savings, enhanced service quality, and more space for what truly matters – the client. All fully embedded in the agree21 ecosystem – without requiring additional software solutions.
The result
More time for advisory
work, higher quality
in client meetings
Many agree21 banks already utilise personalised meeting preparation. Average preparation time per meeting – previously around 15 minutes – is reduced to the reading of a structured one-pager. Further system research is only needed in specific cases. The outcome: more time for advisory service, improved meeting quality, and a consistent client focus.
Fincon Reply is a business and IT consulting company focused on the financial services industry. Fincon Reply advises banks, the savings bank finance group, insurance companies, and near-financial companies, as well as their suppliers, proactively in their digital transformation. The company supports on-site with specialized consulting and development teams and delivers turnkey solutions.