Adiso helps advice firms organise their client base and communicate more effectively through intelligent client segmentation. By analysing client information, interactions and preferences, advisers can identify meaningful groups of clients and deliver more relevant communication. This allows firms to stay connected with clients while providing information and insights that are tailored to their interests and circumstances.
Adiso allows advisers to identify and group clients based on a wide range of characteristics, making it easier to understand the makeup of a client base and communicate with specific groups more effectively. Segments may be based on location, age group, financial goals, advice type or past interactions.
Adiso's AI capabilities allow advisers to analyse client information and identify patterns across the client base — such as clients approaching retirement, those who have discussed property investment, or those who may benefit from reviewing insurance cover. These insights help advisers stay proactive in their client relationships.
Once client segments have been identified, advisers can create communications tailored to those groups — including updates, educational content or invitations to review financial plans. By communicating in a more targeted way, firms can maintain stronger engagement and provide information that is more relevant to each client's situation. This also helps reduce the volume of generic communication clients receive, improving engagement and the overall client experience.
Regular and meaningful communication is an important part of maintaining strong client relationships. Adiso helps firms stay connected with clients by making it easier to identify opportunities for engagement and provide ongoing value.
Marketing and segmentation tools are connected with client records, meetings and advice processes within Adiso. This allows firms to use the insights gathered through the platform to support better communication and client engagement across the business.
Book a demonstration to see how Adiso helps advice firms organise their client base and communicate more effectively.