FIBI ADVISOR

Your AI advisor for high-stakes client meetings

Fibi Advisor prepares you with relevant client context, answers difficult questions from your connected sources, and helps turn complex conversations into clear decisions.

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Built for client-facing teams

Fibi Advisor helps professionals who explain complex information, compare options, and guide clients toward informed decisions.

Financial advisors

Explain financial plans, compare strategies, and answer client questions using current documents and meeting history.

Consultants

Bring research, project history, and recommendations into live stakeholder conversations.

Account and client teams

Bring research, project history, and recommendations into live stakeholder conversations.

Technical advisors

Compare proposals and explain technical trade-offs in language clients can understand.

How Fibi Advisor helps

Know the room before you join

Review past conversations, client goals, open questions, and stakeholder context so you walk into the meeting already knowing what needs attention.

Focus the conversation on what matters

See the decisions that need guidance, the risks or trade-offs in play, and the questions most likely to move the conversation forward.

Answer the hard question live

Ask Fibi for a policy detail, financial number, past recommendation, or source-backed explanation so you can respond clearly in the room.

Turn the conversation into a usable recap

Capture what was discussed, recommended, decided, and left open in a recap the client and team can act on right away.

Keep every commitment moving

Track next steps, owners, unresolved questions, and follow-up recommendations so nothing important gets lost after the meeting.

Coaches the advisor

Review how you handled key questions, recommendations, and follow-up moments. See what worked and what to improve before the next client call.

No plugins required · No setup required · Invite Fibi to any Zoom, Google Meet, or Microsoft Teams call

PRE-CALL PREP

Never walk into a meeting cold

Before the call, Fibi reviews your sources to identify who is attending, what remains unresolved, and what the meeting needs to accomplish.

Meeting game plan

Fibi reviews the agenda against your sources, identifies missing information, and suggests the questions most likely to move the meeting toward a decision.

Maya & Daniel Chen

Annual planning review · 4 meetings over 18 months · 3 contacts

PREP FOR THIS CALL

Turn their retirement question into a decision

The Chens want to know whether Daniel can step back from work at 60. Before discussing investments, confirm their expected spending, healthcare costs, and whether Maya plans to continue working.

WHAT WE NEED TO LEARN

Whether their projected $9,500 monthly retirement spending includes travel and family support, and how long Daniel expects to consult after leaving full-time work.

WHAT THEY EXPECT TO GET

A clear view of whether retirement at 60 is realistic, which trade-offs may be needed, and the next planning steps to take before year-end.

THE GAP TO CLOSE

Their last plan used income and expense assumptions from 18 months ago. Updated cash-flow needs are the biggest missing input and could materially change the recommendation.

THE GAME PLAN

Primary goal
Confirm updated retirement timing and spending assumptions.

Information to confirm
Monthly spending target, consulting income, healthcare costs, and planned family gifts.

Secondary goal
Agree on whether to model a Roth conversion strategy before the next tax-planning meeting.

Generated by Fibi AI

Spot risks before the call

Surface overdue commitments, unresolved concerns, missing information, and approaching deadlines before they interrupt the meeting.

Maya & Daniel Chen

Annual planning review · 4 meetings over 18 months · 3 contacts

OPEN COMMITMENTS

YOU COMMITTED TO

Send updated retirement-income projection

Emma · Jun 11

Share Roth conversion scenario

Emma · Jun 11

THEY COMMITTED TO

Upload most recent tax return

Dana · Jun 09

Confirm annual family-gifting amount

Dana · Jun 09

RISK SIGNALS

Tax return still missing

Needed to confirm the Roth conversion recommendation.

Retirement target changed twice

Daniel has moved the target date from 62 to 60 since the last review.

Beneficiary review is overdue

No update recorded since the new trust was created 14 months ago.

No response from CPA

The CPA was invited to coordinate on tax planning but has not replied.

Maya Chen

Client · Chen household

last seen Jun 9

Warming

COMMUNICATION STYLE

Thoughtful

Goal-led

Needs clarity

CARES ABOUT

Confidence that retirement at 60 will not limit the travel and family support she and Daniel have planned. Prefers plain-English explanations and time to consider major decisions.

PAST OBJECTIONS & PUSHBACK

Asked whether market volatility could delay their retirement timeline.

Jun 09

Wanted to see the Roth conversion trade-offs before committing.

May 28

OPEN ITEMS

You owe Maya: Updated retirement-income projection

Jun 11

Maya owes you: Confirm planned annual family-gifting amount

Jun 13

Maya Chen

Client · Chen household

last seen Jun 9

Warming

COMMUNICATION STYLE

Thoughtful

Goal-led

Needs clarity

CARES ABOUT

Confidence that retirement at 60 will not limit the travel and family support she and Daniel have planned. Prefers plain-English explanations and time to consider major decisions.

PAST OBJECTIONS & PUSHBACK

Asked whether market volatility could delay their retirement timeline.

Jun 09

Wanted to see the Roth conversion trade-offs before committing.

May 28

OPEN ITEMS

You owe Maya: Updated retirement-income projection

Jun 11

Maya owes you: Confirm planned annual family-gifting amount

Jun 13

Understand who is in the room

Review each participant’s priorities, communication preferences, previous concerns, and unresolved questions.

In the room with Fibi Advisor

Call on Fibi during the meeting to answer questions, compare options, recall past discussions, and clarify what still needs to be decided.

Zoom

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James

Fibi Advisor

Joined as AI meeting assistant

Listening

Fibi Discovery

Joined as AI meeting assistant

Listening

Fibi Sales

Joined as AI meeting assistant

Listening

Fibi Planning

Joined as AI meeting assistant

Listening

Fibi Onboarding

Joined as AI meeting assistant

Listening

Fibi Research

Joined as AI meeting assistant

Listening

Speaking

Option A is faster, but it adds manual work after launch. Option B takes two more weeks and reduces ongoing support workload. Based on the launch brief, Option B is the better fit.

Source: Q3 Implementation Plan

Speaking

You agreed to review retirement timing, healthcare-cost scenarios, and the impact of lower returns. The first next step was to model retirement at age 62.

Source: Client Review Notes — May 2026

Speaking

The forecast is lower mainly because two large receivables are now expected later. The previous review also noted higher payroll costs beginning this month.

Source: July Cash-Flow Forecast

Speaking

The change may add 12 days to the schedule. A preliminary cost estimate is recorded, but final owner approval is not yet documented.

Source: Change Order Log — CO-014

Speaking

Option A delivers results sooner, but needs more internal resources. Option B takes longer to launch and better supports the goal of reducing operational workload.

Source: 2026 Strategic Options Brief

Miley

SaaS Implementation

Financial Planning

Accounting Advisory

Construction Progress

Strategy Advisory

James

Host

Hey Fibi, compare the rollout options against the client’s launch date and support-team capacity.

Host

Hey Fibi, pull up the priorities and next steps from our last planning meeting.

Host

Hey Fibi, compare the current forecast with last quarter’s and explain the biggest changes.

Host

Hey Fibi, what do the latest site report and change log say about schedule impact and approval status?

Host

Hey Fibi, compare the two options against the priorities in the strategic plan.

Fibi Advisor

Joined as AI meeting assistant

Listening

Fibi Discovery

Joined as AI meeting assistant

Listening

Fibi Sales

Joined as AI meeting assistant

Listening

Fibi Planning

Joined as AI meeting assistant

Listening

Fibi Onboarding

Joined as AI meeting assistant

Listening

Fibi Research

Joined as AI meeting assistant

Listening

Speaking

Option A is faster, but it adds manual work after launch. Option B takes two more weeks and reduces ongoing support workload. Based on the launch brief, Option B is the better fit.

Source: Q3 Implementation Plan

Speaking

You agreed to review retirement timing, healthcare-cost scenarios, and the impact of lower returns. The first next step was to model retirement at age 62.

Source: Client Review Notes — May 2026

Speaking

The forecast is lower mainly because two large receivables are now expected later. The previous review also noted higher payroll costs beginning this month.

Source: July Cash-Flow Forecast

Speaking

The change may add 12 days to the schedule. A preliminary cost estimate is recorded, but final owner approval is not yet documented.

Source: Change Order Log — CO-014

Speaking

Option A delivers results sooner, but needs more internal resources. Option B takes longer to launch and better supports the goal of reducing operational workload.

Source: 2026 Strategic Options Brief

James

Host

Hey Fibi, compare the rollout options against the client’s launch date and support-team capacity.

Host

Hey Fibi, pull up the priorities and next steps from our last planning meeting.

Host

Hey Fibi, compare the current forecast with last quarter’s and explain the biggest changes.

Host

Hey Fibi, what do the latest site report and change log say about schedule impact and approval status?

Host

Hey Fibi, compare the two options against the priorities in the strategic plan.

Fibi Advisor

Joined as AI meeting assistant

Listening

Fibi Discovery

Joined as AI meeting assistant

Listening

Fibi Sales

Joined as AI meeting assistant

Listening

Fibi Planning

Joined as AI meeting assistant

Listening

Fibi Onboarding

Joined as AI meeting assistant

Listening

Fibi Research

Joined as AI meeting assistant

Listening

Speaking

Option A is faster, but it adds manual work after launch. Option B takes two more weeks and reduces ongoing support workload. Based on the launch brief, Option B is the better fit.

Source: Q3 Implementation Plan

Speaking

You agreed to review retirement timing, healthcare-cost scenarios, and the impact of lower returns. The first next step was to model retirement at age 62.

Source: Client Review Notes — May 2026

Speaking

The forecast is lower mainly because two large receivables are now expected later. The previous review also noted higher payroll costs beginning this month.

Source: July Cash-Flow Forecast

Speaking

The change may add 12 days to the schedule. A preliminary cost estimate is recorded, but final owner approval is not yet documented.

Source: Change Order Log — CO-014

Speaking

Option A delivers results sooner, but needs more internal resources. Option B takes longer to launch and better supports the goal of reducing operational workload.

Source: 2026 Strategic Options Brief

Answers questions from your sources

Ask for a policy, number, or past decision. Fibi answers from your connected sources and cites where the information came from.

Compares and recommends

Ask Fibi to compare quotes, proposals, plans, or approaches and recommend the best fit based on your sources.

Recaps the conversation

Need a quick reset? Ask what has been covered, decided, and left unresolved without searching through notes.

Recalls past discussions back

Ask about an earlier topic. Fibi brings the relevant discussion and context back into the conversation.

Keeps the meeting on track

Share your agenda. Fibi tracks what has been covered, what remains open, and when it is time to move on.

Captures decisions and next steps

Fibi records key decisions, action items, owners, and due dates for a clear post-call recap.

POST-CALL ANALYSIS

Leave every call knowing what happened next

Fibi captures decisions, unresolved questions, owners, and next steps so follow-up can begin as soon as the call ends.

Annual planning review — Maya & Daniel Chen

Completed

Google Meet

Jun 9, 2026 · 11:00 AM

52 mins

3 participants

Details

Actions

QUICK RECAP

Maya and Daniel remain focused on Daniel retiring at 60, but their updated spending target and family-gifting plans need to be confirmed before the projection is finalized. The team agreed to model a Roth conversion scenario and revisit estate-plan documents with their attorney.

KEY FACTS MENTIONED

Retirement target

Daniel age 60

Monthly retirement spending

$9,500 target

Annual family gifts

Amount to confirm

Roth conversion window

Before year-end

SUMMARY

Discussion topics
Retirement timing, updated spending assumptions, portfolio progress, Roth conversion options, family gifting, and estate-plan updates.

Decisions made
- Run retirement projection using a $9,500 monthly spending target
- Prepare a Roth conversion scenario for the next meeting
- Coordinate with the Chens’ estate attorney on trust updates

Key points
The retirement goal is still achievable under the current plan, subject to confirming spending and gifting assumptions. Maya wants the tax trade-offs clearly modeled before deciding on a Roth conversion.

Generated by Fibi AI

Annual planning review — Maya & Daniel Chen

Completed

Google Meet

Jun 9, 2026 · 11:00 AM

52 mins

3 participants

Details

Actions

QUICK RECAP

KEY FACTS MENTIONED

Retirement target

Daniel age 60

Monthly retirement spending

$9,500 target

Annual family gifts

Amount to confirm

Roth conversion window

Before year-end

SUMMARY

Discussion topics
Retirement timing, updated spending assumptions, portfolio progress, Roth conversion options, family gifting, and estate-plan updates.

Generated by Fibi AI

Turn decisions into action

Get a structured recap with key facts, decisions, action items, owners, and the context behind every next step.

See what needs follow-up

Identify unanswered questions, unresolved objections, unclear decisions, and moments when the conversation moved away from the plan.

Annual planning review — Maya & Daniel Chen

Completed

Google Meet

Jun 9, 2026 · 11:00 AM

52 mins

3 participants

AI INSIGHTS SNAPSHOT

Maya and Daniel are aligned on retiring at 60, but the retirement-income model depends on spending and gifting figures they have not finalized. Maya asked for a clearer comparison of Roth conversion options, while the estate-plan discussion needs follow-up with their attorney. Suggested next step: send the updated projection and schedule a tax-planning review.

2 clear decisions

2 open questions

1 follow-up needed

PLANNING SIGNALS

4 found

Confirmed retirement target at age 60

The couple remains committed to the target, giving the next projection a clear planning assumption.

Asked for Roth conversion trade-offs

Maya wants a side-by-side view of tax impact, future flexibility, and cash-flow implications.

Agreed to update estate documents

They confirmed the trust should be reviewed after changes in family-gifting plans.

Annual planning review — Maya & Daniel Chen

Completed

Google Meet

Jun 9, 2026 · 11:00 AM

52 mins

3 participants

AI INSIGHTS SNAPSHOT

2 clear decisions

2 open questions

1 follow-up needed

PLANNING SIGNALS

4 found

Confirmed retirement target at age 60

The couple remains committed to the target, giving the next projection a clear planning assumption.

Asked for Roth conversion trade-offs

Maya wants a side-by-side view of tax impact, future flexibility, and cash-flow implications.

Agreed to update estate documents

They confirmed the trust should be reviewed after changes in family-gifting plans.

Annual planning review — Maya & Daniel Chen

Completed

Google Meet

Jun 9, 2026 · 11:00 AM

52 mins

3 participants

COACHING SNAPSHOT

out of 100

A thoughtful review that kept the client’s retirement goal at the center. You clearly explained the plan’s current position and invited questions, but the Roth conversion discussion ended without a firm decision framework or next-meeting date.

SCORECARD BREAKDOWN

Opening & Rapport

Started by confirming Daniel’s retirement target and the couple’s priorities for the review.

Discovery & Questioning

Asked strong questions about spending, travel, and family gifts; confirm the annual gifting amount earlier next time.

Recommendation clarity

The Roth conversion was explained, but a side-by-side comparison of outcomes would make the decision easier.

Annual planning review — Maya & Daniel Chen

Completed

Google Meet

Jun 9, 2026 · 11:00 AM

52 mins

3 participants

COACHING SNAPSHOT

out of 100

SCORECARD BREAKDOWN

Opening & Rapport

Started by confirming Daniel’s retirement target and the couple’s priorities for the review.

Discovery & Questioning

Asked strong questions about spending, travel, and family gifts; confirm the annual gifting amount earlier next time.

Recommendation clarity

The Roth conversion was explained, but a side-by-side comparison of outcomes would make the decision easier.

Call review and coaching

Review what worked, what remained unclear, and where a stronger question or comparison could improve the next conversation.

CONNECTED SOURCES

Answers grounded in your sources

Connect the tools and documents your team already uses. Fibi finds relevant context during the meeting and cites the sources behind every answer.

Connect your knowledge

Connected services

Connect Google Drive, Microsoft OneDrive, or Notion. Select the files, folders, and pages you want Fibi to index.

Upload documents

Use PDFs, documents, spreadsheets, and text files as trusted sources.

CONNECTED SOURCES

Answers grounded in your sources

Connect the tools and documents your team already uses. Fibi finds relevant context during the meeting and cites the sources behind every answer.

Connect your knowledge

Connected services

Connect Google Drive, Microsoft OneDrive, or Notion. Select the files, folders, and pages you want Fibi to index.

Upload documents

Use PDFs, documents, spreadsheets, and text files as trusted sources.

FIBI ADVISOR

Let Fibi keep your advisory calls fully informed

Stay focused on the client while Fibi recalls past decisions, explains options from trusted sources, and helps you leave every review with clear guidance and next steps.

Start free - 5 minutes to launch

Free plan to try out

No credit card required

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Trusted by 2,000+ professionals

Bring the right knowledge into every meeting and answer important questions without promising another follow-up.

When the buyer challenged our pricing, Fibi pulled the approved options and supporting case study into the call. We answered immediately and kept the deal moving.
Account Manager, SaaS Company
A client questioned our recommendation, so we asked Fibi to compare the options against the engagement documents. It surfaced the trade-offs clearly, with sources, while everyone was still in the room.
Senior Consultant, Management Consulting
During employee training, Fibi answered process questions from our SOPs and policy documents. Our trainer stayed focused, and every new hire received the same approved guidance.
Learning and Development Manager, Manufacturing

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