ENGAGE AGENT
Keep every client active and known.
Engage Agent makes sure no valuable relationship goes quiet. It knows the right moment to reach out, drafts the message in your advisor’s voice, and works across every channel your clients use.
Detects the moment
Lapsing clients, restocks, birthdays, milestones, and reorder cycles.
Personalizes at scale
Drafts in your brand voice and the client’s language, from real history and taste.
Spots cross-sell and upsell
Recommends the next piece based on what the client already owns and loves.
Human-approved, every time
The advisor reviews and sends; the conversation stays human.
Watch every signal.
Engage Agent tracks every client’s cycle and the signals that reveal intent.
Trigger the right moment.
It flags exactly when to reach out, a lapse, a restock, a birthday, a reorder.
Draft in your voice.
It writes a personal, on-brand message with product suggestions from real history.
Approve and send.
The advisor personalizes, approves, and sends, the conversation stays human.
Retention
Relationships stay warm instead of going cold.
Scale
Every client is covered, not just the top handful.
Data intelligence
Each interaction sharpens the next recommendation.
Nothing slips
No valuable relationship goes quiet, every client stays on your radar.
Whose voice does it use?
Is it spam?
Which channels does Engage Agent use?
Elena Marchetti
VP of Retail Experience
