What's New

What's New

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 Increase Productivity and Save Time with LeadCenter Peek Take Your Event Management to the Next Level Unlock Your Advisory Firm's Full Automation with Workflows New Subject Lines for Appointment System Email Notifications Click-to-Call and Measuring Scheduler Performance Email Marketing Campaigns Announcement Click-To-Call Solution Announcement Multiple writing Advisors Per Account Integrated Email Marketing with SendGrid Stay Compliant with Automated Client Review Reminders by Email and SMS

Stay Compliant with Automated Client Review Reminders by Email and SMS

6/12/2024 LeadCenter.AI Features Update

  • We released an important feature to assist advisors when scheduling their regular reviews with clients. Since these meetings are required at least annually, this will help advisors stay compliant with the firm internal procedures and regulatory safe harbor rules while reducing the time and effort to do so.

  • You can now set up automated reminders for client reviews by email and SMS. These reminders can be sent 1 month before the due date, 15 days before, 1 week before, and on the review due date. This will save you the time and effort of manually following up with clients. It will also create the SMS and Email logs that you have communicated with the clients to schedule the mandatory periodic meetings with the advisor.

  • You can also include the advisor's Bookmytime.ai calendar link in the reminder email or SMS, allowing clients to book their appointments directly in the advisor's calendar.

  • If an appointment is set with the client, the system will stop sending the review reminders.

  • Below are the steps to set up client review reminders:

    1. Create email reminder templates from the email templates page and SMS reminder templates from the SMS templates page.
    2. Enable the reminders in any user calendar (Note: Review Reminders can be set up on any calendar. It is not restricted to Advisors' calendars).
    3. From the calendar or contact page, create a client review reminder.
      • From calendar page click on Create button, then click Client Review Reminder
      • In Contact Details page. In Overview page, scroll down until you see the box titled Client Review Reminder. Click Add Reminder button
      • In the Create Review Reminder page, select a due date in the future, recurrence type, and click Save button.
    4. The enabled reminders will be triggered automatically.
    5. If a meeting is booked with the client, the review reminders will be automatically disabled for this client. Instead, the contact will receive the meeting reminders.

If you need assistance in setting up this feature, please send an email to support@leadcenter.ai. You can also book a demo at https://bookmytime.ai/steve/30-mins

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.