AdvisoryAI Webinar : 3rd July - From conversation to intelligence
Last updated: August 7, 2026
About this webinar
The webinar shows how to use Atlas to prepare for client meetings, draft summaries, and personalise your outreach to clients.
Atlas draws on your meeting transcripts, uploaded documents, generated reports, and the data synced from your back office system. That means the information you need is in one place when you prepare for a meeting or follow up with a client.
What you'll learn
How the information Evie captures flows into Atlas
How to use Atlas to prepare for client meetings
What Atlas Memory is, how it works, and how to get the most from it
A Q&A answering common questions about Atlas
Part of a series
This session is one of a series, with each session building on the one before. Working through all of them will give you a fuller picture of how Atlas fits into your day to day client work.
Further Support
If you any further questions on how you can make the most use of our platform, please don't hesitate to email support@advisoryai.com.
We enjoy learning about all of your exciting Atlas use cases, so no matter how you are using Atlas we would love to hear any feedback you may have.