Marketing and Client Outreach for Financial Advisory Firms
Solution Driven Technology builds the technology behind a financial advisory firm's client outreach: CRM-driven campaigns and segmented lists, newsletters, birthday, anniversary, beneficiary and review campaigns, and client appreciation events produced end to end. All of it runs through the firm's approved platforms, such as Mailchimp for email and MyRepChat for text. 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
You host. We produce the event.
- We find and book the venue, vendors and entertainment.
- You choose who's invited. We build the guest list from your CRM, grouped however you want.
- Invitations go out by email and text through your firm's approved platforms.
- We track every RSVP and send the follow-up after the event.
- Built around your compliance guidelines.
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.