Savvy Shipped No. 5: Less prep. Better follow-up. Every meeting, handled.

Five new Savvy Intelligence features that handle the admin and help you communicate with every client like they're your only one, from meeting prep to follow-up emails.
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Writing Style: Every client communication, in your voice

Your communication style is part of what clients trust. Writing Style captures it by building a communications profile based on your previous client emails. Calibrate the tone, formality, and sign-off by adding additional writing samples. Savvy Intelligence then applies it to every follow-up drafted in Canvas.

Go to Settings → Writing Style to set it up.

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Arrive prepared, capture what happened, and close the loop without the admin
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Meeting Prep: Walk into every meeting ready

Before your next client meeting, open Canvas and ask: "Can you help me prep for my meeting with [client]?" Savvy Intelligence reads your Service Calendar for your next meeting and pulls the full household picture — account activity, open tasks, anything worth flagging — and drafts an editable agenda for you. You walk in knowing your client. No more jumping between tabs.
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Transcripts & Summaries: A complete record of every conversation

Structured meeting summaries to make follow-up faster. Savvy Intelligence is now powering meeting summary templates and full transcripts access for Zoom and Dialpad calls that capture what actually happened. It attaches to the household record automatically, building a complete picture of every client, conversation by conversation. Tip: Make sure the client's invited email matches their profile in the dashboard.
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Canvas Email Follow Up: Close the loop without starting from scratch

Right after a meeting, ask Canvas to draft your follow-up email. It draws on the call summary, transcript, and your Writing Style profile, so the email reflects what actually happened and sounds like you wrote it, not a template. Draft, edit, and send directly from Canvas.

Advisor Summary Report: Every report tells your story
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Clients who understand their advisor's value stay. The report builder now includes a new personalized "A note from your advisor," with bulleted talking points drawn directly from the report you just built, covering what happened with the account this period. Written for you by Savvy Intelligence. Editable before it’s added to the final report deliverable.