We help simplify and automate your meeting workflow so that you can focus on what matters most, relationships. Save time, improve efficiency and scale your book with Otto.
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You and your client can decide how frequently you’d like to meet. We’ll remind you at just the right time.
Sent five, six emails just to schedule a meeting? Never again. Set meeting details and easily reschedule.
Our agenda allows you and your clients to add items ahead of your meeting, so you can be best prepared for the conversation.
Jump back in from the last conversation you had and avoid repetition by reviewing all prior engagement and previous meetings in a snap.
Instantly organize the qualitative data you collect. Tag or highlight important points during the meeting, which can then be recalled later with ease.
Transcribe your meeting notes at your desk or on the go with our Otter integration built right into the meeting page.
Schedule due dates for your client’s tasks; like signing forms and submitting documents. We’ll make that a one click process for you.
Use the campaigns feature to send personalized engagement pieces to customer segments and groups with a click of a button.
Connect meeting notes, agendas, to do’s and other client information to select CRM software like Salesforce.
Send our surveys to clients to quickly capture rich client data even before meeting them. Survey results will help fill out client profile, and an “at-a-glance” view of your client.
Use auto-generated and custom tags to organize, filter, group and segment your client base as you like.
Save time for yourself, your clients and your business. Continuous engagement in Otto means building a library of easy-to-access qualitative insights on your clients. Do less admin work for better results & quality service, so you can keep your clients for life.
For the average financial advisor, attrition represents $11,000 in lost income* Over your career, that would represent... lost.
Try it free for 30 days
Sign up in a minute and have your first meeting with Otto in another. No credit card required.
$20 / Monthly
$200 / Annually
Choose a monthly or annual plan after your first 30 days.
Easy setup: Start in less than 5 minutes
Meet client engagement goals
Build your client database with notes you already take
All your client insights in one place
Provide personalized service at scale
Automated reminders for most client interactions
Track client engagement