Deepen client relationships with every interaction
Track client relationships, automate review reminders, log every meeting, and grow your book of business from one platform.
Sound familiar?
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
Client review dates tracked in a spreadsheet that falls out of date within weeks
No centralized record of what was discussed in the last meeting or phone call
Referral sources (CPAs, attorneys) are impossible to credit without a system
Salesforce is powerful but requires an admin and costs more than the advisor can justify
Compliance requires documenting client interactions, but the process is manual and painful
What you can do with Laureo
Real workflows for Financial Advisors, built into Laureo.
Client relationship tracking
Complete timeline of emails, meetings, notes, and documents per client. Walk into every review meeting prepared.
Annual review automation
Workflows send review scheduling emails, create prep tasks, and remind you when reviews are overdue.
Prospect pipeline
Track prospects from initial meeting to onboarded client. See weighted pipeline value and conversion rates.
Referral tracking
Tag referral sources (CPAs, attorneys, existing clients) and track which referrals convert to AUM.
Client segmentation
Segment clients by AUM tier, review frequency, or service model using custom fields and tags.
Market update campaigns
Send quarterly market commentary and educational newsletters to your entire client base with personalization.
Built for the way you work
Not every team needs every feature. Here is what matters most for your workflow.
Client household management
Group contacts into households with shared notes, documents, and activity history. Track AUM, risk profile, and service tier with custom fields.
Review scheduling automation
Set review cadences (annual, semi-annual, quarterly) per client segment. Workflows send scheduling emails and create prep tasks automatically.
Meeting notes and activity log
Log every meeting, call, and email to the client record. Notes are searchable and timestamped for compliance documentation.
Prospect pipeline
Track prospects from initial referral to onboarded client. Set stages for discovery, proposal, paperwork, and funded. Weighted pipeline shows expected new AUM.
Email campaigns
Send quarterly market commentary, educational content, and event invitations to segmented client lists. Track opens and clicks per campaign.
Referral source tracking
Tag contacts as referral sources and track which introductions converted. Custom fields let you measure referral value over time.
How it works
From setup to results in 5 straightforward steps.
Import your book of business
Upload client data from spreadsheets or your previous CRM. Map custom fields for AUM, account type, review date, and risk profile.
Set up client households
Group contacts into households. Attach shared notes, documents, and activity history so the entire relationship is visible in one place.
Configure review automation
Set review cadences per client segment. Laureo sends scheduling emails, creates prep tasks, and flags overdue reviews automatically.
Build your prospect pipeline
Create stages for your acquisition process. Track every prospect from referral to funded account with value estimates and probability.
Nurture your network
Run email campaigns for market updates, event invitations, and educational content. Segment by client tier, interest, or geography.
AI agents that work for you
Autonomous agents run on a schedule, surface insights, and create tasks. You approve, they execute.
Customer Success Agent - Highlighted for Financial Advisors
AI monitors client engagement so nothing slips
The Customer Success Agent detects accounts with declining activity, flags clients due for annual reviews, and creates proactive check-in tasks. Stay ahead of every relationship.
Sales Agent
Pipeline management and deal coaching
Daily at 8:00 AM
Outreach Agent
Follow-up scheduling and re-engagement
Daily at 7:00 AM
Data Steward Agent
Data quality and deduplication
Weekly on Monday at 6:00 AM
Customer Success Agent
Customer health monitoring
Daily at 8:00 AM
Integrations that matter for Financial Advisors
Connect the tools you already use. No code required.
Google Workspace
Gmail sync logs client emails. Calendar shows review meetings and prospect calls.
Microsoft 365
Outlook sync for advisors on Microsoft. OneDrive for secure document storage.
Calendly
Prospects and clients book review meetings directly into your calendar.
DocuSign
Send engagement letters and account paperwork for e-signature.
Zoom
Virtual client meetings logged to contact records with join links.
Zapier
Connect custodian feeds, financial planning tools, and compliance systems.
Financial Advisors vs Salesforce
The problem
Salesforce Financial Services Cloud requires dedicated admins, months of configuration, and per-seat pricing that quickly exceeds small RIA budgets.
The Laureo advantage
Laureo is ready in a day with no admin required. Custom fields track AUM, risk profile, and review dates. All features are included in one plan at a fraction of the cost.
Enterprise-grade security, built in
Your data is protected at every layer. No enterprise plan required.
AES-256 encryption
All data encrypted at rest using AES-256.
TLS in transit
Every connection secured with TLS 1.3.
Row-level security
Multi-tenant isolation at the database level.
Audit trail
Complete record of data access and changes.
Dive deeper into Laureo
CRM for Financial Advisors FAQ
Quick answers to the questions we hear most.
Continue exploring
Compare Laureo to alternatives and explore features relevant to Financial Advisors.
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