Marketing automation, referral systems, and CRM onboarding built for financial advisors. Long sales cycles, compliance requirements, and high-value relationships -- all made systematic and scalable.
The Problem
A 6-month cycle needs 10-15 touchpoints. Without automation, those touchpoints don't happen.
AI-compiled briefings: portfolio snapshot, household notes, talking points. Prep drops from 45 min to 5.
AI drafts suitability docs, meeting notes, and KYC updates from structured inputs. You review and sign.
The Solution
Marketing & Referral Automation
Drip campaigns, event follow-up sequences, newsletter workflows, and content distribution -- all automated and compliant. Marketing automation designed for long 6-12 month sales cycles.
Automated referral request sequences triggered by client milestones. Track referral sources, send thank-you flows, and nurture referred prospects through onboarding.
New client onboarding workflows: document collection, account setup checklists, welcome sequences, and first-90-days touchpoints -- all triggered automatically from CRM status changes.
Automated annual review scheduling, pre-meeting data pulls, and post-meeting follow-up. Every touchpoint tracked in your CRM.