Automated Reengagement

Our cutting-edge, Marketing Automation-driven Reengagement System is designed to reinvigorate your existing client list, transforming dormant connections into active, fruitful relationships.

Why Choose Our Automated Reengagement System?

Revitalize Dormant Connections

Our system seamlessly reconnects you with former clients and prospects, reigniting their interest in your financial services.

Customizable Engagement Options
Choose from a variety of engagement tools:

  • Automated Client Review Invitations: Re-engage clients with personalized, automated invitations for financial review sessions.
  • Client Appreciation Events: Effortlessly organize and manage client appreciation events or informative webinars.
  • Educational Content Distribution: Stay in the forefront of your clients’ minds by regularly providing valuable financial insights through automated email and social media campaigns.
  • Tailored Communication Strategies: Our AI system customizes your message to resonate with your audience, enhancing client loyalty and engagement.
  • Efficient Appointment Setting: Utilize our AI technology to schedule appointments effortlessly, ensuring regular and meaningful client interactions.

Experience the Difference

Streamlined Client Engagement
Spend less time on administrative tasks and more time providing top-notch financial advice. Our system handles the intricacies of client engagement, so you can focus on what you do best.

Strengthened Client Relationships
Regular, personalized interaction facilitated by our system deepens client relationships, leading to increased trust and business opportunities.

Exclusive Offer for Independent Financial Professionals
As a dedicated partner in your professional journey, we’re excited to offer you the opportunity to experience the power of our reengagement system.

Ready to Transform Your Client Engagement?

Take the First Step Today
To explore how our AI Reengagement System can be tailored to your unique needs, contact us now. Revitalize your client list and unlock new opportunities.

Call Us: 305-680-0940 or Fill out the form:

Safe Money Broadcasting: Where innovative technology meets client engagement.


Simplified Email Drip Process for Client Reengagement

Introduction: In today’s fast-paced financial services industry, staying connected with your clients is crucial. A simplified email drip process, complemented by SMS texts and strategic follow-ups, is an effective way to reengage clients and set appointments. This process leverages engagement and reengagement statistics to optimize communication with your clients.

Summary of the Process:

  1. Reengagement Email:
    Purpose: To awaken interest and re-establish contact with former or inactive clients.
    Content: Highlights recent developments in financial services, offers insights, and reminds clients of the value you bring.
    Timing: Sent as the initial contact after identifying inactive clients from your list.
  2. SMS Text:
    Purpose: To provide a more direct and personal touchpoint following the reengagement email.
    Content: A brief, friendly reminder about the email sent, encouraging them to read it for valuable information.
    Timing: Dispatched 1-2 days after the reengagement email to maintain momentum.
  3. Follow-Up Email:
    Purpose: To delve deeper into the services and benefits you offer, addressing potential client needs.
    Content: More detailed information on how your services can benefit the client, possibly including client testimonials or case studies.
    Timing: Sent approximately a week after the SMS, allowing enough time for the client to have processed the previous communications.
  4. Closing Email for Setting Appointments:
    Purpose: To convert the reengaged interest into a concrete action, such as an appointment.
    Content: A direct call-to-action, inviting clients to schedule a meeting or consultation to discuss their financial needs and goals.
    Timing: This is the culmination of the previous steps, typically sent a few days after the follow-up email.

Engagement and Reengagement Standards:

  • Personalization: Tailoring content to individual client interests and history.
  • Timing and Frequency: Adhering to optimal times for sending emails and texts, considering industry standards and client preferences.
  • Tracking Responses: Monitoring open rates, click-through rates, and responses to refine and improve future communications.

Conclusion: This streamlined drip process is designed to reengage clients effectively, leading to increased appointment setting and client retention. By following these steps, you can maintain a consistent and valuable presence in your clients’ financial lives.


For Agent Use only: Please note that while the Automated Reengagement System is designed to enhance client engagement and relationship management for financial professionals, we do not guarantee specific results. The effectiveness of the system can vary based on individual usage and market conditions.