More communication without losing personal touch, AI for financial planners
A financial planner’s success relies on building strong relationships and demonstrating an understanding of their clients and their financial goals. Skail enables planners to create personalized communications in far less time, allowing for more frequent client interactions, stronger relationships, and significant time savings.
Plan and schedule your client communication
Integrate Skail with your CRM and Calendar to receive pre-drafted emails each morning based on the day’s events. Spend less time crafting emails and more time focusing on beneficial, actionable tasks for your clients.
No need to worry about client data
With Skail’s proprietary model, your clients’ data remains secure, never shared with third-party providers or stored on our servers. You can continue communicating with your customers just as you do now.
Continually becoming more you
Skail’s platform will continually offer customers the chance to improve their digital self. Everything from new facts it needs to learn, phrases it should commonly use, or common writing compositions – with more time, your digital self becomes more like you.
A personalized touch for all communications
Skail’s platform can be used for a variety of communications that improve the relationships Financial Planners have with their clients and prospects:
- Birthday Wishes
- Holidays
- Meeting Reminders
- Meeting Follow Ups
- Special Event Promotion
- Webinars
- Check-ins
- Recurring updates
- Client Prospecting
- Asking for Referrals
100+ Integrations Skail integrates directly with your CRM, ERP, Ticketing Platform, and email service provider.
