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In the competitive world of wealth management, it’s not just the quality of advice you offer that matters. It's also the experience and execution behind it.
Your greatest untapped differentiator as a wealth management firm may be the speed of your follow-up communication.
Clients today seek a strong interpersonal relationship. They evaluate the experience of working with their wealth management firm, in addition to the results they see on paper. Providing that bespoke experience to each client, accounting for their specific circumstances and considerations, is how you build trust.
But personalized attention takes time. It takes effort. While essential, building these relationships reduces your capacity day to day. And today’s clients also expect immediacy, especially from their advisors.
So you can imagine the power of faster follow-up communication that preserves the value of personalized communication:
- Comprehensive, tailored follow-up emails sent within single-digit minutes after client meetings.
- Thorough recaps of next steps and action items.
- Immediate upload of meeting notes to the CRM for full visibility within your team.
- All possible while still preserving human oversight and involvement.
With the right agentic AI tools, you can maximize the capacity of your firm while also providing the highest possible value to each of your clients—with both speed and accuracy.
Here are common pain points you can convert into wins for your clients, thanks to faster follow-ups with Zeplyn’s agentic AI assistant at your side.
Faster follow-ups build confidence for your clients
The normal (slow) pace of follow-ups is costly. The tedium of recapping a client meeting saps your time and your focus. Writing a follow-up email consumes time you could spend building relationships or helping clients maximize their investments.
They are also a horrible catch-22. The more time you spend on recaps, the longer they take to get to your clients … and the longer they take to get to your clients, the less confidence the clients have that they are your priority.
Plus, the more time you spend on recaps, the more opportunities you miss, both as an investor and as a relationship-builder.
A powerful agentic AI tool like Zeplyn enables you to create nearly immediate summaries of client meetings. Instead of spending long stretches combing through meeting notes, you spend mere moments reviewing these recaps for accuracy and completion before sending them out.
The client receives a thorough, personalized summary within minutes. You have the recap off your plate before your next meeting. Everything can (and needs to) go straight into your CRM. Everyone knows the next steps and action items in clear language.
Faster follow-ups mean you seize more opportunities for your clients, more quickly. You strengthen relationships by providing prompt and comprehensive value. And your clients’ satisfaction is immediate.
Faster follow-ups scale far more than manual ones
When you or your team are stuck typing up client follow-ups by hand, they take the time they take. Even once you get really efficient at it, you’re bound by the time you need to review a meeting transcript, pluck out the relevant takeaways, prioritize the action items … and you get backlogged.
And that’s before you add any personal touches. Remembering to acknowledge a client’s new grandchild and check for regulatory compliance? These efforts add up.
They also jam up your workflow and slow down your turnaround time. Your capacity is capped not by your abilities as a wealth manager but by your ability to write follow-ups. Plus, these manual follow-ups tend to become siloed, preventing your team from effectively seeing what you promised a client.
Zeplyn scales with your client load and your firm. Creating ten follow-ups takes no more time and effort than creating just one. The agentic AI assistant captures everything from legal compliance requirements met to personal life events discussed during client meetings and creates a CRM-ready follow-up that the entire team can see and act upon.
As a bonus, these solutions have almost no adoption curve. Our customers report integrating Zeplyn-powered follow-ups in minutes, rather than days (or weeks). The benefits to your time—and the value you provide—are instantaneous.
And you’ll never have to write a follow-up from scratch again.
Faster follow-ups improve every aspect of your firm’s service
Yes, we realize that any universal claim to improve everything sounds like snake oil. So okay, there are probably some things that faster follow-ups don’t improve for a wealth manager. Like perhaps the quality of your latte.
But faster follow-ups improve just about everything that directly impacts the wealth management side of your day:
- Service time. Follow-ups go from hours or even a day later to minutes. That immediacy demonstrates to clients that you’re also taking immediate action on their behalf.
- Client retention. The experience matters to clients. They realize they are your priority when they see prompt and comprehensive follow-ups. No one is going to complain about fast, thorough service.
- Compliance. First of all, follow-ups powered by agentic AI assistants like Zeplyn will effortlessly capture the regulatory and compliance issues flagged by the conversation in a meeting. The immediate follow-up then documents those issues and helps you act on those details right away.
- Advisor capacity. How many clients can you work with in a day when you have to write a follow-up for each one? Now, how many clients can you work with if you spend less than five minutes reviewing each one of their follow-ups while the conversation is fresh in your mind? It’s a game-changer.
The final differentiator with faster follow-ups, then, is the ease of implementing new firm-wide solutions that enable these improvements. Our clients report going from “What is this?” to “We can’t live without it” in two weeks.
When you benefit from faster follow-ups powered by Zeplyn, you get to spend more time working directly with and for your clients. Less time on mundane (but necessary) tasks. Your skills are maximized. So are your results. And your clients are more satisfied than ever in, essentially, no time at all.
We bet that’ll make your daily latte taste better, too.
Ready to see how Zeplyn automates client follow-ups? Book a demo.
