The problem
Sound familiar?
- Clients disengaging between annual or quarterly reviews
- Missing the window to communicate when markets move significantly
- Regulatory deadlines approaching without client awareness
- Appearing less accessible than competitors with digital-first service models
How WASchedule helps
What financial advisors schedule
Review appointment reminders
Schedule reminders before every review meeting. Clients arrive prepared with questions and relevant documents.
Market update messages
When significant market movements happen, schedule a brief context message to clients. Proactive communication reduces panic calls.
Regulatory deadline alerts
ISA allowances, pension contribution deadlines, tax year end — schedule client alerts 30 days and 7 days before each deadline.
Annual review prompts
In the weeks before each client's annual review, schedule a prompt asking them to note any major life changes since the last meeting.
"My clients say they feel more looked after than with their previous advisor, and I spend less time on admin. The scheduled touchpoints do the work."
— Independent financial advisor, EdinburghStart scheduling today
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