Notifications land in the client app
Alerts land in the app where clients already check net worth, debt, and next steps, no advisor tap required.
Communication
The inbox keeps working when you are away.
Firm-branded messages convert people who are not on the platform yet, then keep giving advice once they are. Outbound history lives on the household, so you are not hunting threads across Gmail and a separate CRM.
Book a demoHow the emails work
Every send is the firm. Lead conversion gets them on the platform. Ongoing advice keeps them there.
Inbox · Northline Advisors
Firm-branded · you, not Athena
For leads
Get them onto the platform
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2d
Welcome
A new resource for your finances
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5d
Follow-up
A smart next step
Jane · converting
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1w
Reminder
Still here when you’re ready
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2w
Monthly
Next steps for cash, debt, retirement
For platform users
Ongoing communication and advice
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1d
Missing match
Additional retirement money you might be missing
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3d
Credit snapshot
Your credit score
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6d
Debt review
Your debt review is ready
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1w
Retirement
Your retirement readiness report
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2w
Extra money
Put your money to work
Lead conversion
These emails get leads onto the platform.
Intro, follow-up, reminder, and monthly variants go out automatically, in the firm brand, to people who are not users yet. Leads get the series without anyone writing it by hand each week.
Newly active drip · Platform users
They keep getting advice after they convert.
Sixteen firm-branded variants cover contribution, credit, debt, health, retirement, and cash for people already on the platform.
Four channels
One record for the whole relationship.
Outbound email keeps running
Outbound email runs automatically for drips, engagement, and account notices, so the inbox works while you don’t.
The Athena AI inbox drafts the reply
Client emails forward into the Athena AI inbox. We match the client, draft from their data, and answer back, advisors don’t run the reply queue.
Athena AI answers in the app
Always-on chat answers questions in the advisor’s voice. The conversation is the channel, continuous, automated, client-facing.
Mission Control
All communication is managed and viewed there.
App notifications, email, the Athena AI inbox, and in-app chat all sit on the household in Mission Control, next to trading and the plan. You do not hunt threads across Gmail and a separate CRM.
See it in Mission Control- Every channel on the household record
- Same context as investing and wealth leads
- Supervise volume without becoming a newsletter operator
- Escalate drafts when judgment is required
Every message has a job to do.
Messages help them capture free money
These cover a missing match and retirement that has drifted off track.
Messages cover tax-smart choices
Contribution strategy and daily trade location/harvest.
Credit and debt stay in view
Score updates, utilization, and debt reviews keep arriving after they convert.
Idle cash gets a next step
Ranked recommendations to put surplus to work.
Professional management is the offer
Enroll / enrolled profile personalization.
Trust comes from showing the work
A daily trade summary says what we did and why we did it.
Communication FAQs
Will automated messages feel spammy?
Generic nurture feels spammy because it ignores household state. Athena triggers on real conditions, missing match, debt, credit, retirement readiness, and points back into the client experience.
Can Athena draft email replies?
Yes, match the client, draft from their data and methodology, escalate when judgment is required. Approve-to-send vs auto-send is an implementation policy choice.
Is this a marketing automation tool?
Marketing tools optimize campaigns. Athena communication optimizes advice continuity on the same graph as planning and Mission Control.
Are leads and clients on the same emails?
No. Leads get a conversion series whose job is to get them onto the platform. Platform users get the newly active drip, ongoing advice on match, credit, debt, retirement, and cash. When a lead converts, they move.