AI-Agents for Financial Advisors in Client Services working with Mailjet
Mailjet is an all-in-one solution to send, track and deliver transactional, notification and marketing emails. Engage, analyze and react with your client base through email. Get started by using the Mailjet zap to synchronise contacts from your favorite eCommerce, CRM or other SaaS tools to your Mailjet contact lists. For users on API version 3 or higher.
Manage Client Appointments
Book client meetings around existing appointments and confirm changes.
Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.
Works with
29 tools
29 tools
Send Birthday Emails
Send clients a birthday email and log each successful send.
Your contacts receive birthday greetings in the tone you choose, and your contact sheet shows which emails went out and which need review.
Works with
20 tools
20 tools
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