Automations for Financial Advisory Firms

Auto-populates a pre-meeting template with client information pulled from the CRM, so advisors walk into every meeting organized and consistent. It eliminates manual prep time and ensures no client details are missed.

Launches review outreach by email and text, tracks responses, follows up with clients who do not respond, creates the CRM task and tracks each one to the booked meeting. You get real-time visibility into where every client stands in the process.

When a website form or custodian lead arrives, the automation sends the first response, starts a drip sequence, creates CRM records and folder structures, and halts outreach if a lead is disqualified. No prospect falls through the cracks and no one is contacted twice.

Ongoing cleanup and validation routines that keep your CRM records accurate, your reporting reliable, and your campaigns trustworthy: address verification, phone and email checks, and duplicate review. Runs on a schedule or triggers when specific fields are updated.

Generates updated reports of client positions, performance, and allocation from approved data sources such as Albridge or other custodian feeds. Advisors review accurate portfolio data without manually building reports before each meeting.

Automatically sends a check-in message after onboarding, routing the client's feedback to the right team member for follow-up. This strengthens the client relationship and catches service gaps while there's still time to address them.

Drafts polished, on-brand responses to Google reviews based on rating and sentiment. Each draft is ready for your team to review and approve before posting. Keeps your online presence consistent without adding response work to your staff's queue.

Management sees outstanding tasks, client activity and workflow bottlenecks without chasing anyone for a status. The dashboard combines CRM and operational data into one report, so what is overdue, stalled or missing is visible on a schedule rather than discovered in a meeting.

The right clients hear from the firm at the right moment, and every touch lands on the client record. CRM data selects the audience for each campaign, then the system coordinates personalized email, text and staff follow-up. Birthday, anniversary, beneficiary and review campaigns run this way, through the firm's approved platforms.

The work holds up under compliance review. One advisor automation was rebuilt from Zapier into Power Automate to meet one firm's requirement and passed that firm's compliance review. An advisor's compliance team approved a website SDT built for that advisor. Both went through compliance review before going live. The firms are not named.