Consistent client communication drives retention. AI helps you plan and execute it.
Annual calendar structure AI can build:
- January: Year-end tax planning summary
- April: Tax season check-in
- June: Mid-year portfolio review invitation
- September: Q3 market update
- November: Year-end planning action items
- December: Holiday message + year-in-review
Plus event-driven touchpoints: Market volatility, life events, regulatory changes.
Prompt: ‘Create a 12-month client communication calendar for a financial advisory firm. Include topic, format (email/letter/call), audience segment, and timing. Include both scheduled and event-triggered communications.’
Execution: Use AI to draft each communication when its time comes, saving hours per touchpoint.