For Financial Advisors
Text reminders built for financial advisors.
Every customer you don't remind is a customer you're losing to the next guy. Allison remembers everyone.
Start Free Trial · 14 DaysThe problem for financial advisors:
Annual review skipping.
Manual follow-up is a full-time job. You forget. Life gets busy. And every customer who slips through the cracks is money left on the table.
Sounds like you, not a robot.
Here's what Allison texts on your behalf. You approve every message before anything goes out.
Hi {{first_name}}! Quarterly check-in — want to schedule a portfolio review?
{{first_name}}, {{business_name}} here — market update available whenever you want to chat.
How Allison works for you.
1
Import your customers
Upload a CSV, sync Google Contacts, or type them in. Under 2 minutes.
2
Pick your cadence
Financial Advisors customers usually come back every Quarterly. Allison uses that as the default. Adjust anytime.
3
Allison texts. You approve.
Warm, on-brand messages drafted with your voice. Approve or edit, then send.
Frequently asked questions
How does Allison work for financial advisors?
Allison learns your Quarterly rebooking cadence and automatically texts your customers when they're due for their next visit. She sounds warm and human — not corporate.
How much does Allison cost for a financial advisors business?
Plans start at $29/month for 500 messages. Most businesses use the Pro plan at $59/month for 2,000 messages. Free 14-day trial, no credit card needed.
Is Allison TCPA-compliant?
Yes. Allison handles consent capture, STOP/HELP keywords, quiet hours enforcement, and A2P 10DLC brand registration automatically.
How long does setup take?
Under 5 minutes. Sign up, import your contacts, send your first reminder — all on your phone in one sitting.
Ready to keep your financial advisors booked?
Start free. 14 days. 50 messages. No credit card.
Start Free Trial