Your clients trust you with their money. Make them trust you with their time.
Financial advisors, insurance agents, and accountants live on referrals and reputation. SurfBloom automates your client follow-ups, review collection, and outreach so relationships stay warm without another thing on your calendar.
Crest Wealth Management
Hey Sarah! It was great reviewing your portfolio today. If you value our partnership, we'd appreciate a quick Google review!
review.link/crest-wealth
More five-star reviews on autopilot
The advisors and agents with the most reviews win local search. When a client opts into your messaging, a workflow handles the rest — a personalized text goes out after a meeting, filing, or policy renewal with a direct link to your Google review page.
AI writes the message using the client's name and interaction context so it reads like a personal follow-up, not a mass blast. Didn't leave a review after five days? A gentle nudge goes out automatically. Left one? A thank-you message fires.
Learn more about ReviewsAn AI receptionist that never clocks out
Every missed call and after-hours message gets handled instantly. SurfBloom's AI chatbot responds to inquiries, answers common questions, captures lead information, and books consultations — all using your firm's name, tone, and services.
Your prospects think they're talking to your office. You see the full conversation waiting for you in the morning.
Learn more about AI Chatbot
Firm Assistant
8:15 PM (After Hours)
CompoundingTrust.
Wealth management is built on relationships. Consistent, professional communication ensures your clients never feel like just another account number.
Audience: All Active Clients
Tag matches "Tax Prep"
Tax Document Reminder
"Tax season is here! Please remember to upload your W-2s and 1099s to the secure client portal..."
Send the right message at the right time
Build drip sequences, one-time blasts, or ongoing nurture campaigns — all from one place. Text, email, or both. Target by tag, status, or any custom field in your CRM.
Send a tax season reminder to your full client list, automate a check-in after every annual review, or re-engage prospects who requested a quote but never followed through. Every send is tracked so you know what landed and what didn't.
Learn more about CampaignsEvery client. Every interaction. One record.
SurfBloom's CRM isn't a standalone address book — it's the backbone everything else connects to. Every text, review, survey response, task, and workflow execution ties back to a single contact record.
Import your existing client list, capture new leads from web forms and QR codes, and tag contacts however makes sense for your business. When you open a client's record, you see their entire history — every conversation, every touchpoint — not just a name and account number.
Learn more about Contacts
David Brooks
Client since 2018