Client engagement automation
IN A BIT Connect
Run structured client conversations over WhatsApp and email, without creating more follow-up work.
Explore ConnectAutomation for advice firms
Keep annual reviews moving without the annual chase.
Turn recurring client reviews, fact-finds and document completion into guided journeys that preserve adviser oversight and a complete client record.
- 70% faster
- Potential client responses through conversational outreach
- WhatsApp + email
- Familiar channels clients already use
- One record
- From first question to signed document
Operational challenge
Advice work held up by the annual client chase.
The opportunity is rarely one isolated task. It is the repeated handling between people, inboxes and systems that quietly absorbs capacity.
- Review invitations and long forms left unanswered in crowded inboxes.
- Advisers and support teams repeatedly following up for one missing answer.
- Client changes arriving across emails, calls, notes and attachments.
- Responses manually copied into review documents before they can be checked and signed.
Connected workflow
How automation supports wealth & ifa operations
One controlled flow can coordinate the repetitive steps while leaving decisions and exceptions with the right people.
STEP 1
Launch the review
Start a branded question journey over WhatsApp or email from your approved template.
STEP 2
Gather the changes
Collect structured answers while automatic reminders follow up on incomplete sections.
STEP 3
Review the exceptions
Flag material changes, unclear answers and advice points for a qualified person.
STEP 4
Prepare the record
Generate the review document, collect signatures and file the conversation and evidence.
Operational outcomes
Designed to improve the working day, not just the process map.
Higher response rates
Meet clients in familiar channels with shorter, conversational interactions.
Less manual chasing
Let scheduled reminders handle routine follow-up while the team focuses on exceptions.
Cleaner client data
Capture answers in a consistent structure ready for review and downstream systems.
Quicker completion
Move directly from verified answers to a branded, signable review document.
Built for regulated work
Control remains visible at every step.
Automation runs inside defined boundaries, records its work and stops when human judgement is required.
Approved question sets
Use your wording, disclosures and conditional questions for every client segment.
Adviser review gates
Keep recommendations and material-change decisions with the qualified adviser.
Conversation evidence
Retain every question, answer, reminder and completed document in one record.
Recommended products
Start with one bottleneck. Connect the rest when it is useful.
Intelligent digital forms
IN A BIT Forms
Collect complete client information, generate documents and move approved data into your systems.
Explore FormsElectronic signatures
IN A BIT Sign
Send, track and complete legally binding documents with a full audit trail.
Explore SignWorks with
WhatsApp BusinessMicrosoft 365SalesforceHubSpotProclaimActionstepCRM and back-office APIs
Common questions
What wealth & ifa teams ask us
A useful first conversation