Communication is Key.
Time and again, we’ve seen advisors lose clients to lack of communication. A recent study showed that 72% of clients that leave their advisors feel that their advisor didn’t communicate enough. Let us help you build rapport and maintain healthy client relationships through our email campaigns.
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Pre-Written Emails
We offer pre-written, professional emails for those of you who wish to pull from our library of resources. There’s no need to reinvent the wheel – our emails have been written and approved as tried-and-true forms of engagement for financial advisors.
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Custom Email Builder
No need to pay for a separate service to send professional-looking emails. With our custom email builder, you can use sectional editing to create beautifully branded newsletter-style layouts, dropping in images or content pieces with a few clicks.
LEARN MORETracking & Reporting
Find out who’s viewing your emails, right when they’re opened. Our analytics dashboard provides specific metrics to show how your campaigns are performing, including bounces, opens, and click-throughs.
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CRM Integration
Who has time for grooming their contacts? Our system is designed to work with your current CRM. Whether you use Redtail or a spreadsheet, we make it easy to import your contacts and segment them into groups for targeted communications.
LEARN MOREStay in touch, zero fuss.
When you turn on automated email campaigns, you free up your time, nurture client relationships, and generate new leads 24/7. Deliver a stream of content designed to educate and engage to the right people, at the right time.
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