Investment brokers can use their website and automation tools to gain new clients and maintain engagement with existing clients. The document recommends using online forms to collect client information, tracking website interactions, automatically posting to social media, sending appointment reminders, automating tailored newsletter distribution, and conducting surveys to gather feedback and store client data for future use - all in order to strengthen the client relationship and boost office efficiency.

1. Investment Brokers

2. Gain New Clients via Your Website
• Signup forms allow customer
information to be automatically
collected and sorted into profiles.
• Optimize your website by having all
visitor interactions tracked and
reported.

3. Social Media Boosts Engagement
• Have social media posts send out
automatically to maintain a strong
presence.
• Clients remain engaged and feel in
the loop.

4. Clients Receive Reminders
• Automatically send out
appointment reminders to boost
office efficiency.
• Clients are contacted via their
preferred method to boost
engagement.

5. Automate Newsletter Sending
• Have the ability to automatically
send newsletters to clients weekly
or monthly.
• With automation, newsletters are
tailored to each client’s
preferences.

6. Surveys Maintain Client Contact
• Clients and investors can share
their opinions and feel
appreciated.
• Data from surveys is automatically
stored in the contact relationship
manager for future use.

7. Investment Brokers