Client Review Preparation

Client Review Preparation

When to Activate

Trigger when user asks for: "prepare for client meeting", "client review preparation", "meeting prep for [client]", "client briefing for [name]"

4-Step Workflow

1. Client relationship: Query client_analyzer for "Flow history and AUM for [client]"
   • Extract: total AUM, flow history (12 months), relationship tenure, client type
2. Portfolio performance: Query quantitative_analyzer for "Latest performance for client portfolios"
   • Extract: returns, benchmark comparison, key holdings
3. Philosophy content: Search search_internal_docs for "Investment philosophy materials" (filter DOCUMENT_TYPE = 'philosophy_docs')
   • Extract: key positioning statements, strategic alignment context
4. Synthesise: Combine into meeting prep document:
   • Client context (AUM, tenure, flow trends)
   • Portfolio performance highlights
   • Key talking points (what to emphasise, what to address proactively)
   • Supporting philosophy/strategy materials

Error Handling

• Client not found: "No flow data found for this client. Please verify the exact client name. I can list all institutional clients if helpful."
• Missing philosophy docs: Fall back to general strategy description from portfolio performance data

Output Format

Structure as a concise meeting prep brief:

• Client Overview: One paragraph with key relationship metrics
• Performance Dashboard: Summary table
• Key Talking Points: 3-5 bullet points
• Potential Questions & Answers: Anticipate likely client questions based on recent performance

Stopping Points

• After Step 2 (performance data gathered): confirm the correct client and portfolios with user
• After Step 4 (brief drafted): present for review before the meeting