Vibe Board for Client-facing Professionals | End Prezo Fatigue, Close More Deals

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 tellShow, 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.

Map client needs on Vibe's touchscreen. Bring clarity fast—get everyone aligned for more meaningful conversations.

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 Skip the boring slides, engage clients in talks

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.

Turn reports in dynamic sessions. Create visual pitches clients follow and buy into 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 revenueBuild 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.

Store feedback, notes, and history in one place. Let clients track progress and plan next moves with you.

Lead team planning on Vibe Board. Deliver quality service that builds lasting client partnerships.

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