Retention

Retention future-proofs income

Finpace Retention is an automation solution built to save you time and build better, longer-lasting relationships with customers you've already won. Stay top-of-mind with no code automations that ensure you maintain your role as trusted financial advisor.
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Automate touchpoints

Eliminate the work involved in KYC, life events and yearly review, to name a few, by automating them.

Expand your reach

Connect with all, or a select group of your customers with a click of a button and minimal effort.

Stay top-of-mind

Clients tend to leave because you lose touch. Eliminate that outcome by being effortlessly "ever-present".

Automate the heavy lifting of a
hands-on client experience

Build touchpoints

Drag and drop your desired client service experience right from the dashboard—easily update it based on your ever-changing needs.

Initiate automation

With just a few clicks, add your clients to your custom service model and Finpace will do all the heavy lifting so you can focus elsewhere.

Check-in as needed

Customers get disclosures, KYC req's and other needs taken care of, whether you're involved or not; however, it's easy to step in as needed.

Future-proof income

Trust deepens as clients feel taken care of, and their desire to leave decreases, ensuring you keep them (and the fees they pay) for life.

Build touchpoints

Drag and drop your desired client journey through touchpoints, tailored to your brand and firm. Or use pre-built touchpoints created by high-perfoming Finpace users. Save your desired flow so you're not starting from scratch with every new client.

Retention automation includes

Recurring outreach
Compliance
Automated ledger
Email
SMS
Try it out
Initiate automation

Add customers to your desired retention journey by adding an automation tag that corresponds to that specific journey. Finpace Retention will then operate based on your touchpoint layout.

Learn about automations

Financial Advisor magazine: 72% of advisors said clients left previous advisor for lack of communication. Finpace Retention lowers this eventuality as much as possible.

Check-in as needed

Once initiated, Finpace Retention will continually automate your client touchpoints so that you can focus on other things, rather than tedious 'essential' tasks. You can also step in anytime you need.

Automation eliminates the stress of managing touchpoints like:

Annual ADV delivery
ADV ammendments
Birthday wishes
Life events
Annual suitability
Regular reviews
Contact details upkeep
Future-proof income

Once initiated, Finpace Retention will automate your client touchpoints so that you can focus on building realtionships, rather than tedious 'essential' tasks. You can also step in at any time you need.

Client service end-to-end

Typtical touchpoints

Recurring outreach
Annual ADV delivery
Life events
Triggered changes

As-needed intervention

Contract amendments
Loss of client
Regulatory changes

Manage client needs

Online data forms
Automated reminders
Case notes
Meeting notes
Compliance ledger
Intuitive review

Reporting and beyond

History export
Event timestamping
Client import
Team assignments
Tags management

"Before Finpace, client onboarding was a clunky 2 hours or more long process. With Finpace, we’ve seen faster growth, less stress in compliance and higher customer satisfaction by making slow, clunky onboarding a thing of the past."

Doug Mentzer, CEO & Lead Advisor

"Before Finpace, client onboarding was a clunky 2 hours or more long process. With Finpace, we’ve seen faster growth, less stress in compliance and higher customer satisfaction by making slow, clunky onboarding a thing of the past."

Doug Mentzer, CEO & Lead Advisor

"Before Finpace, client onboarding was a clunky 2 hours or more long process. With Finpace, we’ve seen faster growth, less stress in compliance and higher customer satisfaction by making slow, clunky onboarding a thing of the past."

Doug Mentzer, CEO & Lead Advisor

"Before Finpace, client onboarding was a clunky 2 hours or more long process. With Finpace, we’ve seen faster growth, less stress in compliance and higher customer satisfaction by making slow, clunky onboarding a thing of the past."

Doug Mentzer, CEO & Lead Advisor