How to keep RIA clients engaged between meetings with AI

The right way to use AI for between-meeting client engagement is to identify the right cadence for each client (based on their preferences and life stage), draft personalized touch-points in the advisor's voice, and have the advisor send them. The advisor still picks who to reach and what to say at the strategic level; the AI just ensures no client gets dropped.

The four touch-point types

• Educational. Share a relevant article or insight tied to the client's situation.
• Life-event. Acknowledge a birthday, anniversary, child graduation, retirement date.
• Market-driven. Reach out during volatility before they reach out to you.
• Pure check-in. No agenda, just "thinking of you."

What AI does

• Tracks last-contact date for every client.
• Flags clients overdue for a touch.
• Drafts the touch-point in the advisor's voice, tied to a real reason.
• Preserves the output as a record per Rule 204-2.

What the advisor does

• Reviews and approves every send.
• Adds the personal note only they would know.
• Has the actual conversation when the client responds.

The compliance angle

Touch-point messages are communications under the marketing rule. Run them through the same compliance check as everything else. Preserve them. Don't include investment recommendations.

The install

The Touch Point Engine is one of the seven Operators in a Quiet Machines install. It's tuned to the firm's preferred cadence per client segment during the on-site build.

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