Advice keeps going out when you are away.

Lead conversion

Leads get a series that exists to get them into the app.

Intro, follow-up, reminder, and monthly variants go out automatically, in the firm brand, to people who are not users yet. Nobody on your team is writing that sequence by hand each week. The job of the series is simple: get them onto the platform so the relationship can continue in the client app.

Newly active drip · Platform users

After they convert, the messages switch to advice.

Sixteen firm-branded variants cover contribution, credit, debt, Health, retirement, and cash for people already on the platform. A missing-match note goes out because that person is leaving free money on the table. A debt review goes out because the review is actually ready. Same calendar of sends for everyone is how nurture feels like spam; these fire on real conditions and point back into the client app.

Four channels

Four channels, one household record.

Alerts land in the client app where people already check net worth, debt, and next steps. Outbound email runs drips, engagement, and account notices while you are in meetings. Client emails can forward into the Athena AI inbox: the system matches the person, drafts from their data, and you decide approve-to-send versus auto-send as firm policy. In-app Athena AI answers questions in your voice, and that conversation is another channel on the same record.

What the messages actually do.

Some notes help them capture a missing match or get retirement back on track. Others cover contribution strategy and the tax-aware work the overnight run already did. Credit score, utilization, and debt reviews keep arriving after they convert. Idle cash gets a ranked next step. When professional management is the right offer, the message can point them to enroll. A daily trade summary can show what moved and why, so trust comes from the work, not from a blast calendar.