Client Meeting Platform

Client Meeting Platform

Transform Your Client Meetings with Connect4

Connect4 from Summa Tech is the ultimate client meeting platform. Meeting clients over video calls has become the norm for many professional services firms, so it is important that you have a platform that is not only reliable to give you a clear line of communication, but can also allow you to create action points and move forward with your plan of assisting your clients to the best of your abilities.

Connect4 includes:

  • Branded video calls

    Customise your video calls with your firm’s logo and theme to create a professional and consistent brand image.

  • Meeting agendas

    Plan and share meeting agendas in advance to create productive discussions and achieve meeting objectives. This will mean you can achieve more in less time.

  • Outcome recording

    Capture and record the key outcomes of your meetings, ensuring that important points are documented for future reference. This record-keeping will lead to better decision-making within your firm.

  • Action tracking

    Assign and track actions to team members, ensuring accountability and that tasks are completed on time.

If you are constantly frustrated with poor client meetings and are in need of a platform that will enhance the way you communicate with your clients, then please contact us today.

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