Automation can save countless hours of repetitive work such as renewal notices, sending your initial disclosure document, fixed rate expiries, birthdays etc.  Automation will help you keep in touch and communicate with your clients, which will be critical when regular communication to clients will be a requirement.

Use Automation to trigger other events such as Tasks, Meeting Reminders, Emails and much more.  Automation is a powerful tool that comes standard with every Adviser CRM subscription.