Made for Canadian Financial Advisors 🇨🇦
Stay in Touch with Your Clients Automatically
(Without losing your personal touch)
Staying top-of-mind is key in financial services- but manually sending custom emails and campaigns takes time. Cloven’s digital marketing for financial advisors makes it simple to automate custom renewal reminders, annual reviews, and other key touchpoints.
The Problem
You want to check in with clients, but too busy to be consistent
- With busy days, it’s hard to check-in at the perfect time
- Manually sending follow-ups 1-by-1 is time-consuming
- Ensuring compliance is important, but slows things down
- You need touchpoints that actually speak to your clients
- Generic CRMs don’t offer workflows tailored to financial services
Here’s how to automate your marketing in 4 simple steps
Getting started with Cloven is simple — and our team will support you every step of the way.
Step #1
Import your client data
Whether your current clients are in Excel, or another CRM like ACT!, Equisoft, Maximizer or Salesforce, it can be imported into Cloven!
To do this, simply use Cloven’s intuitive drag-and-drop editor, or work with one of our amazing partners to do if for you.
Step #2
Customize Your Follow-Ups Using Our Simple Drag-And-Drop Editor
We understand that our pre-built templates don’t work for everyone- no problem! Start with our pre-built templates, then customize it to adjust tone, timing, or content to match your brand and communication style.
Step #3
Enable the campaigns that fit your practice
Have automated journeys for policy renewals, annual reviews, birthday messages, and more – easy to setup!
Step #4
Track engagement and follow up
See who opened, clicked, and responded — then trigger reminders or tasks to follow up personally.
Stay up-to-date with upcoming life term renewals and annual reviews and automatically follow up on these key events using tools like Cloven’s Portfolio Summary generator.
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?
We understand that a face-to-face conversation is sometimes best. Let's get on a call sometime to explore Cloven and get all your questions answered!
Book a demo
