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Wealth Management
Proactive Client Communication and Engagement
Complexity
Medium
Timeline
6-10 weeks
Outcomes
4+
Challenge
Wealth managers rely on manual, ad-hoc client outreach resulting in inconsistent communication, missed opportunities, and decreased client satisfaction.
Solution
Deploy automated communication workflows using Journey Builder and Service Cloud to trigger proactive outreach based on client life events, portfolio milestones, market conditions, and scheduled reviews.
Key Outcomes
- Automated birthday, anniversary, and life event reminders
- 67% increase in client touchpoints per year
- Improved client retention and satisfaction scores
- Reduced manual follow-up workload
Tags
client-engagementautomationjourney-builderwealth-managementcommunication
Implementation Timeline
6-10 weeks
Medium Complexity