⏰ Smart Triggers & Alerts
Auto-WhatsApp clients on birthdays, anniversaries, SIP due dates, KYC renewals, and tax deadlines. Never miss a touchpoint.
⚡ COMING IN v2.2
Set It & Forget It
Stop manually tracking 200+ client birthdays and SIP dates. Triggers run silently in the background — fires personalized WhatsApp messages at the perfect moment.
🚀 Targeted release: 4 weeks
Birthday Wishes
Auto-WhatsApp warm birthday wish + subtle SIP nudge to every client on their special day.
Wedding Anniversary
Send congratulations + "joint goal planning" pitch to remind couples about shared dreams.
SIP Due Reminders
3 days before SIP debit → "Maintain sufficient balance" alert. Reduces failed SIP rate by 60%.
KYC Expiry Warning
30/60/90 days before KYC expiry → push for renewal. Prevent investment freeze.
Tax Deadline Series
Jan/Feb/March automatic 80C nudges. Boost your ELSS book significantly each FY-end.
Market Event Alerts
Major drop / RBI rate change → pre-drafted "stay calm" message to all clients in 1 click.
🔔 Want early access?
WhatsApp us — first 50 MFDs get beta access at no charge.
💬 Notify Me on Launch