Share Highly-Engaging Content with Your Clients
With Cloven’s template builder and social media integration, it couldn’t be easier to get HeyAdvisor‘s best-in-class content in front of your clients.
How Can I Interact & Build Trust with My Top Clients?
- Boilerplate “financial tips” content is too generic
- Even with good content, it’s time-consuming to share with clients
- Automation tools require yet another subscription
- Nothing integrates to understand client engagement
Step #1
Log In to HeyAdvisor and Identify Your Preferred Content
HeyAdvisor has 100s of pre-built content for Canadian financial pros to engage with their clients.
The best part? Each piece of content is uniquely personalized to your practice.
Step #2
Use Cloven’s Template Builder and Mass Email Feature to Engage with Clients
With your content identified, it’s a simple “copy-paste” to get it into a Cloven template.
Once in Cloven, filter your database and send a targeted email blast to your top clients.
Step #3
Post to All Your Social Channels with a Single Click
HeyAdvisor also provides the same content for social media sharing.
Through Cloven’s productivity tool, “Social”, upload the content and share to all your social channels: LinkedIn, Instagram, Facebook, etc. with one click.
Step #4
Track Performance for Continual Improvement
Cloven allows for performance tracking for both email blasts (Open/Clicks) and social (Likes/Comments).
Analyze your top performing content to inform future outreach for even greater engagement.
Here’s Why Teams in Canada Are Using Cloven
“I’ve had the pleasure of working with Massimo and his team at Cloven, and I can confidently say that their CRM software is by far the best in our industry.”
Jake Sheehan, Life Design Systems
“Cloven has been a game changer for our business…we used another provider the past 10 years, and have received more from Cloven in the first 6 months than from the previous provider over the 10 years.”
Adam Bornn, Managing Partner, Parallel Wealth
“Through working with the Cloven team, I’ve been able to automate key customer touchpoints. Not only has this saved me time, but it’s led to countless upsell opportunities.”
Cory Greenspan, President, Rockfield Financial
“With Cloven, I can be confident that I’m following up with each client appropriately and no-one is falling through the cracks. It provides the system to allow us to scale our business.”
Austin Wassink, Principal Advisor, Hometown Life Insurance
Want to ask specific questions?
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