Client service · Live demo
Annual review booking
Books every client's annual review across the firm's advisers, collects the fact-find update and never gives advice itself.
Talk to Olivia at Quillbrook Wealth Partners
Quillbrook Wealth Partners is made up. Olivia is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
Annual reviews are a core part of the service and part of the compliance record, but booking hundreds of them each quarter eats hours of back-and-forth. Clients slip past their review date without anyone noticing.
How it works
- Reads upcoming review dates for every adviser's clients from the firm's CRM
- Emails each client an invitation with a booking link, then calls if there's no reply
- Sends the fact-find update form and reminds the client to complete it before the meeting
- Says plainly that it can't give financial advice and notes the question for the adviser
- Updates the client record with the booking and any changes the client mentions
What it connects to
- AgentHi Graham, it's Olivia from Quillbrook Wealth Partners. Your annual review with Carl Jensen is due next month. Would you like to book a time?
- ClientYes. While I've got you, should I be rolling my old 401(k) into an IRA?
- AgentThat's a good question for Carl, and I'm not able to give advice. I'll add it to his notes so he comes prepared to discuss it.
- ClientFair enough. Mornings are best for me.
- AgentCarl has Wednesday at 10am in the first week of next month, at the Loop office or by video. Shall I book that and email you a short form to update beforehand?
Illustrative conversation. Names, numbers and details are made up.
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