AutomatikPro gives financial advisors multi-touch prospect nurture sequences, annual review automation, and review collection — pre-built for wealth management and financial planning.
Every Financial Advisors account comes pre-loaded with these workflows — no setup required.
Automatically nurture financial planning prospects over 60 days with educational content — building the trust required to make a major financial relationship decision.
Automatically schedule and confirm annual review meetings with every client — ensuring no relationship goes unattended and no opportunity is missed.
Convert seminar and webinar attendees into clients automatically with a structured multi-touch follow-up sequence deployed immediately after the event.
Ask your best clients for referrals automatically at milestone moments — making referral generation a predictable, systematic part of your business development.
AutomatikPro connects with the platforms you already run your business on — via industry-standard integrations.
Every plan starts with a 30-day free trial. No credit card required.
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