Product launch announcement

Aura: Faster prep, smarter connections

Your days are packed with back-to-back meetings and the ongoing challenge of staying on top of your clients’ unique needs. What if you had an assistant to help you stay ahead, save hours, and build better relationships with your clients?

Meet Aura

Meridian is excited to announce Aura, an AI-powered assistant that transforms your data and notes into summaries, insights, and suggestions to build better relationships with your clients. 

Using your contact information and notes, Aura suggests ways to strengthen your client connections and uncover opportunities to enhance their investment strategies.

Prepare you for every meeting

Each client’s portfolio, goals, and situation are unique. To ensure you walk into each appointment prepared and focused, Aura provides a client snapshot with insights based on message highlights, life milestones, and upcoming changes. 

Turn conversations into opportunities

After meetings and communications, Aura uses your appointment notes and emails to suggest a clear, actionable task list on your Meridian dashboard. Control your suggestions with options to set your default follow-up time, trigger actions with keywords, and schedule follow-up meetings. 

Open value-added conversations

In between appointments, Aura works for you in the background, tracking client and market trends to suggest when to reach out for a portfolio review or to send a timely update.

Anticipate the big moments

When your client has a major life event, like a birthday or retirement, Aura can suggest a good time to schedule a meeting, and you can tailor your advice and support for when your client needs it most. You can also adjust the timeframe for these reminders based on your preferences. 

Automate your follow-ups 

By configuring Aura to handle repetitive tasks, like drafting emails or scheduling appointments from your task list, you can focus on higher-value client conversations. You can approve every appointment and email before it’s sent. 

Ready to get started?

Start using Aura today and spend less time managing your notes and more time strengthening your relationships.

• Where can I access? Aura is now part of your Meridian dashboard.

• What do I need to do? Nothing! Aura is already working, and you will start to see summaries and suggestions on your dashboard.  

• Want to learn more? For tips on customizing summaries, suggestions, and tasks, visit the Aura resources page.

• Show the benefit: By associating features with known advisor pain points, a standard feature list evolved into a list of solutions.

• Keep it simple:  Avoiding jargon, such as framing the tool as an "assistant" rather than a complex "AI tool", and focusing purely on day-to-day benefits kept the writing accessible.

• Reduce cognitive load: Kept the copy tight and direct to keep users engaged and easily imagining how the assistant would improve their daily workload.

• Emphasize user control: Highlighting transparent safety measures and explicit checkpoints eased typical user concerns regarding new technology and data access.