Market Volatility Client Reassurance Communication
A done-for-you professional services automation built for the Financial Advisor, connecting Twilio and Mailchimp so the work below happens on its own.
What this automation does, step by step
During a significant market move, the automation automatically sends a pre-approved reassurance communication to clients explaining the context in plain language and reaffirming the plan already in place, reducing the volume of anxious inbound calls that otherwise flood the office during exactly the moment staff are already stretched thin.
The financial advisor can review which clients opened the message and flag anyone who still seems worried for a personal follow-up call, letting a single well-timed communication calm the majority of the client base while focused human attention goes to the handful of clients who genuinely need it.
- A CRM
- Zapier or Make.com
- Mailchimp or email
- Twilio (client document reminders)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without automation, a financial advisor has to notice problems after they've already happened, then scramble to fix them manually one at a time. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Status updates triggered by real milestones in your systems
- Support requests routed to the right owner with full context
- Escalations when a response deadline is about to slip
- Fewer inbound status calls for your front desk
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