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RIAs
Proactive Client Engagement with Life Events
Complexity
Medium
Timeline
6-10 weeks
Outcomes
4+
Challenge
Reactive RIA client communication with no systematic process for identifying and responding to life events (retirement, inheritance, marriage, divorce).
Solution
Configure automated life event tracking and triggered outreach workflows in Salesforce to proactively engage clients during significant financial milestones.
Key Outcomes
- Automated life event identification and tracking
- Proactive advisor outreach on key milestones
- 73% increase in meaningful client touchpoints
- Strengthened client relationships and trust
Tags
life-eventsclient-engagementriasautomationrelationship-management
Implementation Timeline
6-10 weeks
Medium Complexity