Turn high-net-worth conversations into institutional pipeline you can prove
Client summits and investor conferences run on trust and discretion, and a slow follow-up reads as a lack of discretion. BoothRev captures every conversation with the same discretion and care your relationship managers already hold themselves to, without a single invasive question.
15-minute setup. Prove value at one event before scaling.
The three event follow-up problems we solve for wealth management teams
Capture mandate context discreetly, reduce advisor admin, and send compliant follow-up while trust is still warm.
Less admin for relationship managers
Relationship managers capture mandate criteria, liquidity timelines, and risk tolerance in a 15-second voice debrief, no forms, no visible screening, no notes to write up after the summit.
Discreet mandate context captured
Mandate, liquidity, and risk profile captured by voice, discreetly matched against your HNWI and institutional allocator list in real time, without a single name broadcast on a screen.
Compliant follow-up in minutes, not days
Compliance-conscious pitch decks and private placement memos go out in minutes after a client conversation, not days, while the prospect's attention is still with you.
From conversation to account progress
Capture in seconds, structure automatically, and hand sales a follow-up ready to send, while the account is still top of mind.
Capture in seconds
Reps capture by voice, card scan, or a quick note between conversations. No CRM fields, nothing new to learn, works without Wi-Fi.
Structured automatically
Buying signals, stakeholder context, and qualification are extracted and mapped to the account before the lead ever sits in a spreadsheet.
Sales gets a ready follow-up
A drafted, personalised follow-up and a shared account view, synced to Salesforce or HubSpot, with duplicate detection.
Before You Start
The questions every team asks before rolling this out at an event.
Turn conversations into compliant, provable pipeline.
At your next client event, turn discreet conversations into compliant, provable AUM pipeline, in minutes, not days.
No card required. 15 minute setup.
What the Pilot includes
- Capture each conversation in seconds by voice or text, no CRM forms during the event
- A structured handoff and an editable follow-up draft, ready in minutes and ready to export to Salesforce or HubSpot
- One event, up to 100 AI-analysed leads, free for 14 days from signup, no card required
- An event outcome review when the event's done, with CRM-linked account and pipeline context where available