ClientGen Reach

ClientGen Reach helps financial advisors create real outreach inside your Claude. Prepare branded postcard and handwritten-note drafts, connect postcards to matching landing pages with QR codes, and review the responses people submit.

Start with a client conversation, an event or a reason to say thank you. Describe what you have in mind, and Reach guides you through the details. Use your firm's approved brand and designs, see real proofs and ask for changes in the same conversation.

Start with something you need to get done:

• Invite clients to an event with a postcard and matching RSVP page.
• Follow up on a retirement-planning conversation with a postcard and reply page.
• Make a thank-you personal with a handwritten-note draft.

Review the postcard's front and back, your message, the matching page and the quoted price before taking the next step. When a page is published, review submitted replies, RSVPs and booking requests, with recipient attribution where available. See what people actually submit so you can plan your follow-up.

Built to work with your firm's review process. Route drafts to your firm's compliance reviewer and retrieve review records. Automated content checks help flag issues; they do not replace firm approval or guarantee compliance.

Start with one draft. Reach guides you through any missing brand or sender details, one step at a time. A ClientGen Reach account and your firm's permission to connect are required. Available actions depend on your account and firm permissions.

Printing and mailing are switched on firm by firm. Until your firm is switched on, Reach prepares drafts, proofs and exact prices only. Once it is on, nothing is charged, mailed or published from chat: an order goes out only after the advisor confirms it on ClientGen's site through an emailed link. Reach supports marketing preparation, not investment advice.