Screen sharing for financial advisers and client reviews.
Share a pension illustration, investment projection or provider portal while your client joins in one click from a modern browser.
Use camera, microphone and chat for the advice conversation, then schedule a follow-up with private links, calendar invitations and reminders.
A good adviser workflow keeps the client focused on the figures: share one tab or application window, explain the options, answer questions and record the agreed next step.
Unlike a general meeting suite, ScreenZero is designed for the smaller client review where a private link and no-download experience matter more than a long list of meeting features.