Your A-list clients haven't heard
from you in two months.
Snappy monitors every client relationship, flags anyone overdue for a touchpoint, and drafts the right message - so you stay top of mind with your best clients without managing a spreadsheet.
No tech skills needed - Set up in minutes - Cancel anytime
The real problem
Business falls through the cracks when follow-up doesn't happen.
Most financial advisors don't lose business because they do bad work. They lose it because follow-up stops, relationships go cold, and the people who should call back never do. Snappy fixes that.
Sound familiar?
- A client with $800k under management got rattled during a market dip and moved assets elsewhere because no one called them
- You have 90 client relationships but can only actively nurture about 20 at any given time
- A CPA who was your best referral source two years ago has gone quiet and you're not sure how to re-engage without it feeling awkward
- A prospect met you at an event, was genuinely interested, and you followed up once - then it faded
What Snappy handles for you.
Set it up once. Snappy runs in the background so nothing slips.
Relationship gap monitoring
Snappy tracks every client relationship and surfaces anyone who hasn't heard from you in 30+ days, along with a suggested reason to reach out.
Market moment outreach
When markets move significantly, Snappy drafts a reassuring, personalized message for relevant clients and queues it for your approval.
Annual review scheduling
Snappy proactively schedules annual reviews 6 weeks in advance so they happen every year - not when clients push you.
CPA and estate attorney nurturing
Your referral relationships with CPAs and attorneys get a monthly touchpoint from Snappy - value-adding, never salesy.
Prospect follow-up sequences
After every discovery meeting, Snappy follows up at day 3, day 14, and day 30 until the prospect becomes a client or clearly says no.
Life event recognition
Snappy surfaces birthdays, anniversaries, and major life events so you can reach out with genuine care - not just quarterly.
The best financial advisors don't work more. They follow up better.
Snappy runs your follow-up, warms your relationships, and surfaces who needs attention - so you can focus on the work you're actually good at.
Meet Your SnappyZero
follow-ups forgotten
Warm
pipeline always
More
repeat business
One
system to run it
Ready to stop letting business slip?
No tech skills needed. Set up in minutes. Snappy handles the follow-up while you focus on the work.
Not sure how Snappy compares to ChatGPT or Claude?