ROI Calculator

See what MeetingWise saves your firm.

Enter your team size and meeting volume. The calculator shows your annual time savings, the euro value of that capacity, and how it compares to the cost of MeetingWise.

Calculator inputs

Build the business case with your own numbers.

Number of financial advisors

Count the advisors who have regular client meetings.

1

Client meetings per advisor per week

Include first meetings, reviews, and follow-up conversations.

Average fully loaded advisor cost per hour

Include salary, employer costs, and overhead. Most Dutch advisory firms land between €70 and €110.

What matters most to your firm right now?

This adjusts how the calculator values the recovered time: as cost savings, growth capacity, or a blend.

Calculator output

A business case your team can share.

Hours your team gets back per year

138 hours/year

Based on 6 meetings per week across 1 advisors, with an estimated 30 minutes saved per meeting on post-meeting admin.

What those hours are worth

Conservative estimate (hard savings)

€11,730/year

The direct cost value of advisor hours no longer spent on post-meeting admin.

Growth scenario (if recovered time goes to client work)

€31,085/year

If advisors reinvest the recovered time into client-facing work at your firm's revenue contribution rate.

The conservative estimate values time at cost. The growth scenario values time at revenue contribution. Most firms see a blend.

How it compares to MeetingWise

MonthlyAnnual
MeetingWise cost€199€2,388
Conservative time savings€978€11,730
Net return€779€9,342

Based on the Professional plan at €199/month per advisor. The calculator uses the plan that best matches your meeting volume.

Selected plan: Professional

Beyond the numbers

The calculator measures time. The impact is broader.

Documentation quality goes up.

When every meeting goes through MeetingWise, file quality stops depending on which advisor wrote the notes. Compliance gets more consistent, more complete documentation across the team without adding review steps.

Compliance risk goes down.

The regulatory check runs on every conversation, not just the ones that get flagged. Gaps are surfaced during the advisor's review, not during an audit six months later.

Advisor satisfaction improves.

The advisors you most want to retain are the ones most frustrated by admin. Giving them a digital colleague that handles the repetitive work is a retention lever, not just an efficiency gain.

Next steps

You've got the business case. Here's what to do with it.

If you're ready to evaluate

Book a demo and walk through how MeetingWise works in practice. We use the session to validate your workflow, explain the compliance approach and show what a fast rollout would look like.

If you need to bring stakeholders along

Share the Trust Center with your compliance and IT team. Then book a demo so we can walk through the business case together with the people who need to approve.

If you want to talk through rollout

Use the calculator as the starting point for a practical conversation about pricing, rollout speed and what your firm could validate first.

How we calculate this

Calculation methodology

The calculator uses these assumptions. You can adjust the advisor cost input. Other assumptions are based on observed advisory workflows.

Tap to expand

Time saved per meeting

The calculator assumes 30 minutes of post-meeting admin time saved per client meeting. This includes time spent writing summaries, updating CRM records, documenting decisions, preparing follow-up, and checking file completeness.

Conservative estimate

Recovered time is valued at the advisor's fully loaded hourly cost. This represents the direct operational savings: the cost of the hours that are freed up.

Growth scenario

Recovered time is valued at an estimated revenue contribution rate if advisors reinvest part of that time into client-facing work. The multiplier varies by strategic focus selected: cost-focused uses a lower multiplier, growth-focused uses a higher one.

MeetingWise cost comparison

Light volume of up to 15 meetings per month maps to the Advisor plan at €119 per month. Regular to full volume above 15 meetings per month maps to the Professional plan at €199 per month. Firms with five or more advisors map to the Team plan at €149 per advisor per month.

ROI Calculator | AI RiskWise