Draft and queue quarterly review emails for prioritized clients
Draft and queue quarterly review emails for prioritized clients
You have clients who haven't been emailed or met recently, making it hard to prioritize review outreach. Receive a ranked candidate list, a personalized draft, and a queued email draft ready the same day.
Overview
Unengaged clients slip through without prioritized outreach. This flow finds dormant relationships, has AI draft a tailored quarterly review email, and drops a ready-to-send draft into your inbox so advisors can re-engage the same day.