End Presentation Fatigue, Win More Clients with Vibe

High-net-worth clients expect excellence. Vibe Smart Whiteboard transforms complex concepts into engaging visual experiences that strengthen relationships and results.

From CAD $5,299

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Prospect to portfolio
Engage at every step to win more clientsProspect to portfolio: From pitch to closed

Discovery Call Client Presentation Strengthen Relationships

Show, don’t just tell

Begin by mapping out your client's needs on Vibe's expansive touchscreen. This brings clarity fast—and gets everyone on the same page for a more meaningful conversation.

Zoom in on key points, circle critical areas, and pull in relevant charts. Make first impressions that last—and convert.

Ditch the boring slides and get clients in conversation

Turn static reports or slides to dynamic sessions. Make your pitch visually engaging as clients follow and buy into your thinking in real time.

No matter where your clients are—on Zoom, Teams—Vibe enables a clear, face-to-face experience every time.

Build trust and generate long-term revenue

Keep client feedback, strategic notes, and project history all in one place. Let clients see the progress and plan their next moves with you.

Lead team-wide planning sessions on Vibe Board. Deliver continuous, high-quality service that strengthens long-term client partnerships.

67% of professional service firms are enhancing client trust and closing more businessVibe Board is the interactive solution designed to elevate your client meetings, delivering proven results.

$5M+Client relationships secured

80%Increase in meeting engagement

3K+Service professionals excel using Vibe

AppsPower up your client journey
with essential service toolsPower your client journey with service tools

Interactive Presentation Visual Collaboration Digital Annotation Secure Documentation

Create dynamic client portfolio with adjustable scenariosCanvas, PowerPoint, Excel, eMoney Advior and more.

Connect remote and in-person clients for effective planningZoom, Microsoft Teams, Webex, GoToMeeting and more

Highlight profit opportunities directly on client documentsAdobe Acrobat, Miro, Lucidchart and more

Expedite agreements while ensuring regulatory complianceCanvas, Docusign, Adobe Sign, RightSignature and more

Interactive Presentation Visual Collaboration Digital Annotation Secure Documentation

Create dynamic client portfolio with adjustable scenarios

Canvas, PowerPoint, Excel, eMoney Advior and more.

Connect remote and in-person clients for productive planning sessions

Zoom, Microsoft Teams, Webex, GoToMeeting and more

Highlight key decision points with precision directly on documents

Adobe Acrobat, Miro, Lucidchart and more

Complete and sign agreements while maintaining compliance standards

Canvas, Docusign, Adobe Sign, RightSignature and more

Customer storyDiscover how industry leaders use Vibe BoardDiscover how industry leaders use Vibe Board

Vibe turned out to be a great solution for me and for my business. I can work with more teams in a given week, reaching twice as many clients.

Mike McHargueFounder & Principal Consultant | M5 Partners

I can’t tell you how many times we’ve heard that our conversations are just so different than ones clients have had before, and that’s through Vibe Board. Clients can understand and interact with their finances, seeing what’s really happening behind the scenes.

William ThatcherFounder | Thatcher Wealth Management

Clients feel empowered to ask questions, share insights, and collaborate in real time. The Vibe Board elevates interactions and creates an impactful and memorable experience for my clients and my team.

Connor DarmetkoFinancial Professional | Wise Financial

Customer storyDiscover how industry leaders use Vibe BoardDiscover how industry leaders use Vibe Board