#ai-advisortech https://www.downtownjoshbrown.com/p/future-financial-advice-already

Our first "integrated" tech demo is in the books - and it went as smooth as butter. :) Love to see how these tools flow together in a prospect to client journey. 04:00 Wealthtender 09:17 PreciseFP 17:16 Asset-Map 24:25 Hubly 30:05 Bento Engine 36:55 Q&A

How do you go from CRM as expensive rolodex to CRM as operational hub? @Kate Guillen knows how!

⚡️Onboard new clients in seconds. When a prospect says “YES” use Smart Kx to immediately send your ADV and Privacy Policy, finalize and send the Client Agreement for signature, and deliver a customized welcome email. Instead of returning to the office to start paperwork that takes your team hours, convert your prospect immediately. 🔮 Provide Fee Clarity Smart Kx provides a clean and easy to read fee schedule deliverable with your firm’s logo and disclosures. It can be printed or emailed to your client directly. This deliverable helps you truly be transparent and avoid the most common regulator deficiency, fee accuracy. 🚀 Scale Up Your Business Your fees are calculated and collected as soon as the assets arrive. The signed agreement, details, and next activities are instantly delivered to your CRM. No more ctrl-C + ctrl-V through your client agreement or downloading and uploading files to separate systems. Incomplete onboarding is no longer a worry.

Check out the recorded demo of CurrentClient below: In this demo, we discuss: 📲 Verifying phone numbers are "textable" ⚡ Automating texts to go out to all your clients on their birthday (with the ability to personalize them once they are scheduled) 🗓️ Texting monthly short surveys based on your annual service calendar 📽️ Recording and texting a personalized Loom video to one or many clients 📝 Setting up and running text campaigns And more...