Stay connected on WhatsApp
Use customer WhatsApp automation for your communication workflows. Agree the messages and occasions that fit your practice during setup.
KEEP THE HUMAN CONNECTION
Be present for the moments that matter.
Stay in touch beyond the portfolio review. Use customer WhatsApp and email automation, birthday and anniversary messages, and call follow-ups to support lasting relationships.
pletox FinCRM Maple Financial NK
A thoughtful touch, on time.
Keep in touch beyond the portfolio review.
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Consistency without losing the personal touch.
Client relationships grow through regular, thoughtful communication. Bring everyday updates and important occasions into your practice’s communication routine.
Make email part of the rhythm
Use automated customer email communication to support your relationship-management process and keep important touchpoints consistent.
Remember the personal moments
Include birthday and anniversary messages in your client-engagement routine, alongside the calls and review conversations your team handles.
FROM INFORMATION TO ACTION
Make it part of your working day.
01
Choose the client touchpoints
02
Configure messages and channels
03
Keep the relationship moving
Can we connect calling as well?
Yes. FinCRM supports Exotel calling, call history, recordings, and client-linked notes. Calling and messaging channels depend on the provider accounts and setup agreed for your practice.