Financial Services · Advisory

Life Event Trigger Check-in

Reach out when a life event is mentioned or known, prompting a review conversation with the adviser.

Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

How it works

  1. Identifies a life event signal from client communication or a scheduled check-in question, via the CRM.
  2. Confirms the event and notes its relevance, without offering any planning suggestion itself.
  3. Books a review appointment with the adviser to discuss potential plan adjustments.
  4. Logs the life event to the client profile for the adviser's context ahead of the meeting.

Data sources

CRM client profile/communication log

What it targets

  • Detected life events resulting in a scheduled review Target 70%