Periodic reviews are a crucial touchpoint in any wealth management relationship. They allow advisors to ensure that clients are on track with their financial goals while offering opportunities for deeper engagement. But often, the process is bogged down by inefficient back-and-forth communication and manual tasks. At Futureform, we believe there’s a better way—by using Salesforce and our Wealth Management template, we can make periodic reviews smoother and more impactful.
Automate and Personalise the Client Experience
Imagine having all your clients’ financial data integrated into Salesforce, where you can easily automate engagement workflows. Julie, a digital-savvy working professional, has a periodic review coming up, but her schedule is packed. Instead of manual coordination, Salesforce Engagement sends Julie an automated email on behalf of her advisor Sarah, offering available meeting slots. Julie can choose a time that works for her—all without any back-and-forth communication.
Once Julie selects a meeting slot, Salesforce automatically creates an event and prepares the necessary meeting notes for Sarah. A few days before the review, Julie receives a follow-up prompt to update any personal details through the client portal—whether it’s her employment information or a change of address. This seamless flow saves time for both the client and advisor while keeping everything organised and up to date.
Making Every Touchpoint Count
The magic of Salesforce and Futureform is in making every client interaction meaningful. After logging in to update her information, Julie can review her investment portfolio and revisit previous recommendations—all from a single portal. If she has any questions, she can directly message her advisor Sarah, who is notified immediately. This level of proactive engagement not only improves the client experience but also helps advisors anticipate their clients’ needs.
Even if clients like Julie don’t immediately engage, the automated system ensures they receive timely reminders and are kept in the loop, ultimately guiding them toward a successful review. Advisors can focus on delivering value rather than managing repetitive tasks.
The Results Speak for Themselves
By leveraging the combined power of Salesforce and Futureform, wealth management firms have significantly reduced the time spent on review coordination, increased client satisfaction, and ensured that every meeting is set up for success. Whether you’re dealing with a digital-native like Julie or a client who prefers a personal touch, our integrated platform adapts to fit their needs.
Ready to Transform Your Review Process?
Discover how Salesforce and Futureform can bring efficiency, automation, and personalisation to your periodic review process. Schedule a demo today and see how we can help elevate your client interactions.
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