Twelve automation systems. Each one runs a whole part of your firm's operations.
Demo data. Not a real client.
Open a system to see every automation inside it, what starts it and what it does.
Runs the entire annual client review cycle, from spotting who is due to the survey after the meeting.
When a meeting is booked, the outreach stops and a meeting prep file is created.
Every new client gets a check-in at 90 days and a chance to share feedback, and happy clients turn into referral opportunities.
Clean CRM data safely, in controlled batches, against rules your firm sets.
Create client and inter-office cases in seconds.
Every emailed request becomes a task, and nothing gets duplicated.
Every Google review gets a thoughtful reply, without the manual work.
New client information goes into the CRM without retyping.
Portfolio reports and an operations dashboard, without building them by hand.
Every speaking event is organized from the moment it's booked.
Personal touches that clients remember, sent automatically.
Reach every client on the holidays that matter, automatically.
Every website lead has an owner and gets a follow-up.
Solution Driven Technology builds workflow automations for financial advisory firms. A workflow automation runs the steps a person can describe, without anyone passing the work along: notifications, tasks created in the CRM, data moved between systems, and workflows that cross several systems. Every one is configured around the systems you already run, whether that is Redtail, Salesforce, eMoney, Power Automate or Zapier.
A meeting is booked, a form is submitted, a review comes in, or the morning run starts.
Connected automations handle the emails, texts, tasks, cases and record updates a person would otherwise pass along.
Your team is notified.
Every automation is built on whichever platform your firm's compliance has approved.
Every solution goes through your firm's compliance review before it goes live. SDT prepares what the reviewer needs.
Every automation runs on the platforms your firm has approved and goes through your compliance review before it goes live. We prepare everything your reviewer needs.
Start with a CRM and operations audit, or bring the one process that slows your office down.