Case · Qopia Financial
The client review that prepares itself
A one-page brief from the CRM, inbox and calendar is ready before every review, and each follow-up gets scheduled.
- Client
- Qopia Financial
- Industry
- Wealth advisory · Canada
- The work
- Client reviews and follow-ups
- Builds a one-page brief before every reviewfrom the CRM, email and calendar
- Summarizes the meeting and its action items
- Schedules the follow-up and flags quiet relationships
- Runs the review and decides what the client needsthe account manager
Before
Where the time was going
Before every review, an account manager pulled the client’s history, reread recent conversations, checked dates and wrote up the last meeting.
With a growing book, some touchpoints ran late and some were missed.
What was really going on
3 things took the time: prep, the write-up and scheduling the next touchpoint.
How it runs today
- The systemBuilds a one-page brief before every reviewfrom the CRM, email and calendar
- The systemSummarizes the meeting and its action items
- The systemSchedules the follow-up and flags quiet relationships
- A personRuns the review and decides what the client needsthe account manager
After
What changed for the firm
Every review starts from a prepared brief, and drift is caught before a client notices.
More like this
- Client follow-upsNo client request left sitting.
- Wealth advisory firmsReviews prepared and every client call on the record.
- Client letters that reach compliance already checkedLockstitch Financial
- Calls that file themselves to the right clienta wealth advisory firm
- Every client request, sorted and checked as it landsa wealth advisory firm
Your brief · 1 of 3
What brings you here?
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What would this be worth at your firm?
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