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Bloom Meeting for Financial AdvisorsRecord client reviews and market-update shows that sound as credible as they are
Trust is the entire product in financial advising, and audio quality signals credibility whether you intend it to or not. Bloom Meeting records advisor-client calls and co-hosted market shows in studio quality with nothing for the client to install.
How Financial Advisors use it
- ✓Quarterly client review calls recorded for reference or content
- ✓Co-hosted market-update shows with a colleague or CPA partner
- ✓Educational webinar content streamed live and recorded simultaneously
The problems it solves
- –Choppy audio undermining a brand built on trust and precision
- –Compliance concerns about where recorded client conversations are stored
- –Clients unwilling to create an account just to join a video call
A typical workflow
- 1Client joins via browser link — no account required
- 2Everyone records locally, in studio quality, with data staying on your machine except during the live relay
- 3Go Live to stream a market update to YouTube while it records a full-quality local copy
Bloom Meeting pays for itself the first time you use it
$49 once, no subscription — vs $20-45/mo on the tools built for this same job. See the full breakdown on the comparison pages.