Marketing and Client Outreach for Financial Advisory Firms
Solution Driven Technology builds the technology behind an advisory firm's client outreach, from the campaign list to the event invitation. Pick a category to see what changes.
CRM-Driven Campaigns
The newsletter goes to a list someone exported last quarter.
The CRM picks the audience. When a field changes, the list changes with it.
- A CRM-driven campaign chooses its audience from live client data in Salesforce, Redtail or SmartOffice, not from a list someone exported.
- A segmented list is a list filtered by CRM fields, such as advisor, review month or account size, so a newsletter matches the CRM on the day it is sent.
- Campaigns run through your firm's approved platforms, such as Mailchimp for email and MyRepChat for text.
- SDT builds the technology that runs the campaign. SDT is not a marketing agency.
Platforms: Salesforce, Redtail, SmartOffice, Mailchimp, MyRepChat
Milestone and Review Campaigns
Birthday notes and beneficiary reviews happen when someone remembers.
Milestone messages run from the fields your CRM already holds.
- Your CRM already knows each client's birthday, anniversary, review month and beneficiaries. SDT builds campaigns that run from those fields.
- Birthday and anniversary messages run from the dates in the CRM.
- Beneficiary campaigns ask clients to review their beneficiaries.
- Review campaigns contact the clients due for a review and track each one to the booked meeting. The full system is under Client Engagement Automation.
Platforms: Salesforce, Redtail, SmartOffice, Mailchimp, MyRepChat
See the full page on Client Engagement Automation.Client Appreciation Events
The last event was run from a spreadsheet by someone with a full-time job.
You host. SDT produces the event.
- SDT finds and arranges the venue, the vendors and the entertainment.
- The invitation list comes from your CRM and is tiered by client AUM. AUM is assets under management, the size of the accounts the firm manages for that client.
- Invitations go out by email and by text through your firm's approved platforms, such as Mailchimp for email and MyRepChat for text. One client event was sent this way.
- SDT tracks the RSVPs, meaning the replies that say who is coming. After the event, SDT sends the follow-up.
- Every solution goes through your firm's compliance review before it goes live. SDT prepares what the reviewer needs.
Platforms: Salesforce, Redtail, SmartOffice, Mailchimp, MyRepChat
Campaign Tracking
Nobody knows which clients heard from you after the last campaign.
Each outreach is written back to the client record.
- SDT has built automated client campaigns. The CRM chooses the audience. Email, text and staff follow-up run together, and each outreach is tracked on the client record.
- In that build, the client record shows which campaign a client received and the follow-up that came after.
- Every solution goes through your firm's compliance review before it goes live. SDT prepares what the reviewer needs.
Platforms: Salesforce, Redtail, SmartOffice, Mailchimp, MyRepChat
Events we have produced
Client appreciation events Solution Driven Technology has produced for advisory firms.
Bring the campaign that depends on someone remembering.
On the call, SDT looks at how it goes out today and says what should run it instead. Or start with a CRM and operations audit.