Client Engagement Workflows 

Advisors Intel also helps firms track and acknowledge client referrals by managing referral activity directly within the Contact module in the CRM.

When a client refers a prospect, the referral can be recorded within their contact record in the CRM. Advisors Intel then automatically initiates a referral appreciation workflow, which includes mailing a thank-you card and gift card to the referring client. This process ensures that referrals are consistently acknowledged and that clients who introduce new business are recognized and appreciated.

Advisors Intel automatically thanks your clients when they refer a prospect to you. Once a referral is logged in the system, the system will automatically mail a handwritten notecard along with a $25 starbucks gift card to show our appreciation.

This automation
Ensures every referral receives prompt acknowledgment.
Reinforces a culture of gratitude and professionalism
Strengthens relationships with clients and encourages continued referrals.

Recognizing client anniversaries are fully automated in Advisors Intel. If you chose the Flower or Card in the Anniversary Gift field in the Basic section, Advisor Intel will send either flowers or a card, your choice, as selected. Flowers are ordered through 800 Flowers, and cards are sent through thanks.io.

How many times have you heard clients don't care what you know until they know how much you care. Showing clients how much you care is easy with Advisors Intelligence. Our system will make sure that all your clients receive a birthday wish from you and your office. Clients receive the email below (which can be modified by you), out of the box with our software.

Advisors Intel automates the process to continually survey your clients. Two weeks after a clients' birthday, Advisors Intel will send them a survey.

Tasks are automatically generated based on survey responses to ensure immediate and consistent follow-up. If a client indicates they would like to be contacted regarding estate planning services, Advisors Intel automatically creates a call task and assigns it to the appropriate team member for outreach.

If a client provides an NPS score of 9 or 10, the system automatically sends a personalized thank-you email acknowledging their feedback and appreciation. This reinforces positive engagement and strengthens referral opportunities.

Advisors Intelligence provides an automated process to send the ADV annually to each client. If the client does not have an email, then the ADV is delivered via mail, automatically, through click2mail.com, otherwise the ADV is sent via email. Our system will track who opens the email and the date and time.

Advisors Intel automatically notifies both the client and the advisor at age 73, that the client (or spouse) is now subject to RMD rules.

What are Keep-in-Touch Calls?

Keep-in-Touch Calls are regularly scheduled outreach calls made to clients—typically by the advisor’s Sales Assistant or another designated team member. These calls are designed to maintain consistent communication with clients throughout the year, even when there is no immediate planning or investment issue to discuss.

Why are they part of Advisors Intelligence?
Industry research, trade publications, and coaching programs consistently emphasize that the number of meaningful client touchpoints directly impacts client satisfaction, retention, and referral activity.

For this reason, Advisors Intelligence includes an automated system to schedule and manage these calls.

Once you define the desired outreach frequency (for example quarterly or semi-annually), the system automatically generates call tasks within the CRM and assigns them to the appropriate team member. This ensures that every client receives regular contact and that no client “falls through the cracks.”

Each call is documented within the client record, creating a history of client communication and helping firms maintain a consistent service model across all advisors.

Advisors Intelligence provides an automated process to survey clients who leave the firm. Once a client is marked as lost in the CRM, the system automatically sends an exit survey asking the client to share what prompted their decision to move their accounts.

The survey is designed to gather candid feedback about the client’s experience, including service quality, communication, fees, investment performance, or other factors that may have influenced their decision. Collecting this information helps firms better understand why clients leave and identify opportunities to improve their service model.