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What's New

March 2025: Upcoming Features
Introducing Marketing Opt-In Filters for Text Messages Introducing "Know Your Client" & New Financial Tracking Fields Effortless Task Management with Recurring Tasks Introducing the New Template Icon Introducing Privacy Controls for Tasks, Notes, Calls, Emails, and Text Messages March 2025: Upcoming Features Introducing Private Appointments in LeadCenter Change Host Calendar for Client Review Reminders Simplify Event Management with BigMarker + LeadCenter Integration Streamlined Team Collaboration with Comments & Mentions Three new reports released Capturing Emails from Secondary Email Addresses Group Calendar Enhancements: Pre-bookable Days & Buffer Time New Tasks Page Design: A Better, More Intuitive Experience Direct Wealthbox Integration – No Zapier Needed! Automate RMD Tracking & Stay Compliant Effortlessly Upcoming Features in February 2025 Smarter Lead Insights—Catchlight Now in LeadCenter! Your Seminars, Your Way—Now with Custom Registration Questions! Automate AUM Production Calculations with LeadCenter LeadCenter Now Seamlessly Integrates with Smarsh Jan 6th 2025 Feature Update Organize Campaigns Directly Under Sources Ready for 2025? Simplify Year-End Planning with Executive Reports Introducing Event Roster & Name Tags for Seamless Event Management LeadCenter.AI Achieves SOC 2 Type 2 Certification! Most Americans Don’t Answer Calls From Unknown Numbers. How to solve this issue! Simplify Client Data Collection with LeadCenter’s Secure Financial Questionnaire Reports migration to Google BigQuery Bulk Update Across All Contacts is Now Available! Extra Security to Protect Your LeadCenter Account Rapid Lead Response New Workflow Enhancement: Introducing Delay Step Take Your Event Management to the Next Level Stay Compliant with Automated Client Review Reminders by Email and SMS Integrated Email Marketing with SendGrid Multiple writing Advisors Per Account Click-To-Call Solution Announcement Email Marketing Campaigns Announcement Click-to-Call and Measuring Scheduler Performance New Subject Lines for Appointment System Email Notifications Unlock Your Advisory Firm's Full Automation with Workflows Increase Productivity and Save Time with LeadCenter Peek

What's New

Introducing Marketing Opt-In Filters for Text Messages Introducing "Know Your Client" & New Financial Tracking Fields Effortless Task Management with Recurring Tasks Introducing the New Template Icon Introducing Privacy Controls for Tasks, Notes, Calls, Emails, and Text Messages March 2025: Upcoming Features Introducing Private Appointments in LeadCenter Change Host Calendar for Client Review Reminders Simplify Event Management with BigMarker + LeadCenter Integration Streamlined Team Collaboration with Comments & Mentions Three new reports released Capturing Emails from Secondary Email Addresses Group Calendar Enhancements: Pre-bookable Days & Buffer Time New Tasks Page Design: A Better, More Intuitive Experience Direct Wealthbox Integration – No Zapier Needed! Automate RMD Tracking & Stay Compliant Effortlessly Upcoming Features in February 2025 Smarter Lead Insights—Catchlight Now in LeadCenter! Your Seminars, Your Way—Now with Custom Registration Questions! Automate AUM Production Calculations with LeadCenter LeadCenter Now Seamlessly Integrates with Smarsh Jan 6th 2025 Feature Update Organize Campaigns Directly Under Sources Ready for 2025? Simplify Year-End Planning with Executive Reports Introducing Event Roster & Name Tags for Seamless Event Management LeadCenter.AI Achieves SOC 2 Type 2 Certification! Most Americans Don’t Answer Calls From Unknown Numbers. How to solve this issue! Simplify Client Data Collection with LeadCenter’s Secure Financial Questionnaire Reports migration to Google BigQuery Bulk Update Across All Contacts is Now Available! Extra Security to Protect Your LeadCenter Account Rapid Lead Response New Workflow Enhancement: Introducing Delay Step Take Your Event Management to the Next Level Stay Compliant with Automated Client Review Reminders by Email and SMS Integrated Email Marketing with SendGrid Multiple writing Advisors Per Account Click-To-Call Solution Announcement Email Marketing Campaigns Announcement Click-to-Call and Measuring Scheduler Performance New Subject Lines for Appointment System Email Notifications Unlock Your Advisory Firm's Full Automation with Workflows Increase Productivity and Save Time with LeadCenter Peek

March 2025: Upcoming Features

03/01/2025

At LeadCenter.AI, we’re continuously enhancing our platform to help financial advisors improve efficiency and automate client engagement. This March, we’re rolling out powerful new features designed to enhance task management, privacy controls, appointment handling, and overall user experience.

Disclaimer: The features listed below are planned for release in March 2025. While we strive to meet these timelines, development schedules are subject to change.

Below is the list of features and enhancements coming to LeadCenter in March 2025.

I. Recurring Tasks

To streamline task management, LeadCenter will introduce Recurring Tasks, allowing users to set up tasks that repeat at specified intervals (daily, weekly, or monthly). This feature ensures that essential tasks are never overlooked, reducing the need for manual task creation.

II. Calendar and Appointments Privacy

Users will be able to mark appointments and entire calendar connections (Google, Microsoft) as private, ensuring that other users in the organization only see blocked times without viewing event details.

III. Assigning Tasks to Teams

Instead of assigning tasks and workflows to individual users, LeadCenter will allow assignment to teams, enabling better collaboration and task distribution across departments. This will enhance efficiency for firms with multiple advisors and support staff.

IV. Expanded Privacy Controls

To provide greater control over sensitive data, we’re introducing privacy settings for tasks, task lists, call logs, emails, SMS, and notes. Users will be able to set visibility preferences to restrict access to private information while maintaining seamless collaboration.

V. Change Host & Main Contact for Appointments

Users will soon have the ability to change the host and main contact for scheduled appointments. This update simplifies rescheduling and ensures that the correct advisor or team member is assigned to the meeting.

VI. UI Improvements for Calls, SMS & Emails

The Calls, SMS, and Emails sections will receive a refreshed interface with improved layout, clearer organization, and enhanced usability—making it easier to track client interactions across multiple communication channels.

VII. Open API Availability

For firms looking to extend LeadCenter’s capabilities, we’re rolling out Open API access, allowing developers to integrate LeadCenter with external applications and custom workflows, ensuring greater flexibility and automation.

Stay tuned for these updates and more as we continue improving LeadCenter to meet your needs!

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.