The workflows we build most often for financial advisors.

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

Launches review outreach by email and text, tracks responses, advances non-responders through a follow-up sequence, creates CRM action plans, and sends post-review surveys — with 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 — so no prospect falls through the cracks and no one is contacted twice.

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

Generates updated reports of client positions, performance, and allocation from approved data sources — Albridge, Orion, or other custodian feeds — so 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 — strengthening the client relationship and catching service gaps while there's still time to address them.

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