A form, import, click, reply, purchase, booking, or lifecycle change enters SendTic.
Built for financial advisors
Stay relevant with professional communication that respects the relationship.
SendTic helps advisory teams capture interest, follow up on time, and keep every client and prospect conversation connected to one audience record.
Trust grows through consistent, useful communication over time.
Manual reminders scatter across inboxes, calendars, and spreadsheets. SendTic turns the repeatable parts of client and prospect communication into a visible system while the important conversations stay human.
The team can see who should receive the next message, when it should stop, and who owns the response.
Every campaign ends with a visible next action instead of another disconnected report.
The communication system behind stronger client and prospect relationships.
Each capability keeps the next decision clear and the customer context intact.
Audience groups that make sense
Organize contacts by source, service, interest, and client and prospect stage without duplicating the same person.
Fast first response
Trigger a useful acknowledgement as soon as a client and prospect signal arrives.
Follow-up with stopping logic
Schedule reminders that stop the moment a reply, booking, purchase, or status change is recorded.
Reusable campaign structure
Save the messages and sections your financial advisors team needs every week or season.
One shared reply view
Keep ownership clear when an automated message turns into a real conversation.
Reports tied to action
See which messages create replies, bookings, purchases, renewals, or the next useful client and prospect step.
A practical client and prospect workflow.
Scroll through the workflow to see how context moves from signal to human action.
Capture the signal
Bring a form, import, booking, purchase, or enquiry into the correct client and prospect audience.
Respond while it is fresh
Send the promised information immediately with a clear sender identity.
Guide the next decision
Use timing, tags, and behavior to deliver the next relevant client and prospect message.
Hand the conversation to a person
Stop automation on reply and keep the full context beside the thread.
What changes for a financial advisors team.
Every repeatable reminder has an owner, trigger, and visible history.
Source, permission, interests, and lifecycle state stay attached to the contact.
Every client and prospect contact receives the core information, even during the busiest week.
The team can see who needs a message, who replied, and who is ready for a human response.
Questions financial advisors teams ask before switching.
Start with one real workflow. Expand after the team can see the complete path.
Ask SendTicYes. Start with one client and prospect workflow, connect the sending account you already use, and expand only after the team is comfortable with the process.
Yes. SendTic is designed to work with your own supported email or SMTP connection, so the sending relationship stays under your control.
Yes. Reply-aware stopping keeps a scheduled follow-up from continuing after a real conversation begins.
No. Import one permission-based segment first, validate the workflow, and move the remaining audience in stages.