The Challenge

Keeping clients informed

It's crucial to keep your clients up to date on all aspects of the finances they have entrusted with you or your partners. From updates as to how their investments have been doing to general quarterly updates for upcoming opportunities, keeping in touch with your customers at the right time, on the most effective method of communication is key.

The Solution

Send updates

Use marketing automation to send quarterly updates to your customers based on their existing interests with you, through their preferred method of communication.

The steps to success

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