Client Engagement Automation for Advisory Firms
Clients due for a review are contacted and tracked to the booked meeting.
Reviews get scheduled when someone remembers, and quiet clients slip. Solution Driven Technology builds a system that finds the clients due for a review, reaches them by text and email, follows up, and tracks each one to the booked meeting.
How does the system know who is due for a review?
The system reads each client's review month from your CRM, the month your firm has set for that client's review. From those months it finds the clients whose review is coming up.
What does the client receive?
A text and an email inviting the client to schedule the review. Clients who do not respond get a follow-up. The text goes through a texting platform your firm's compliance has approved, such as MyRepChat.
What does your staff see?
A task in the CRM, assigned to the right staff member. The task sits on the client's record, so the review shows up in the work your staff already check. Every text, email and follow-up is tracked, so the record shows where each client stands on the way to the booked meeting.
What has SDT built?
SDT has built a review scheduling system for an advisory firm. It finds the clients due for a review, texts and emails them, follows up with those who did not respond, creates the CRM task for the right staff member, and tracks each client to the booked meeting. The same approach carries a new client through onboarding.
More questions
Which CRMs and tools does it run on?
Salesforce, Redtail or SmartOffice for the client records and tasks. For text, a platform your firm's compliance has approved, such as MyRepChat. Calendly or GReminders, connected to the CRM, for scheduling. Birthday, anniversary and beneficiary campaigns run from the same CRM fields and sit under Milestone and Review Campaigns on the Marketing and Client Outreach page.
Does it go through compliance review?
Every solution goes through your firm's compliance review before it goes live. SDT prepares what the reviewer needs.
Name how a review gets on the calendar today.
On the call, SDT looks at how reviews get scheduled today and says what changes first. Or start with a CRM and operations audit, which covers the manual processes that could be automated and the blank fields your firm requires in the CRM you have today.