Sterling Financial Increases Client Touchpoints by 50%
How an 8-advisor investment firm replaced disconnected CRM and email tools with one platform — and dramatically deepened client relationships.
The Challenge
Sterling Financial managed $180M in assets across 8 advisors, but their client communication was falling behind. Wealthbox tracked client records while Mailchimp handled newsletters — but neither system triggered proactive outreach based on life events or market changes.
Advisors relied on memory and sticky notes for follow-ups. High-value clients weren't getting the white-glove treatment they expected, and the firm was losing wallet share to competitors who communicated more consistently.
- No automated triggers for life events, reviews, or market updates
- Client communication history split between two systems
- Newsletter engagement metrics disconnected from CRM records
- High-value clients receiving same generic outreach as everyone else
The Solution
Sterling Financial migrated to Dewx over three weeks, starting with client data import and building out automated touchpoint sequences for each client tier.
GTM Hub — Client Lifecycle
Tiered client management with automated review reminders, birthday outreach, and milestone tracking.
Portal — Advisor Comms
Unified email, meeting scheduling, and secure messaging with full conversation history per client.
CX Hub — Service Requests
Client service requests tracked from submission to resolution with SLA monitoring.
Dew AI — Market Updates
AI-generated personalized market commentary and portfolio insights for client communications.
The Results
50%
More client touchpoints per quarter
35%
Higher client retention rate
4 hrs
Saved per advisor per week
2 → 1
Tools consolidated into Dewx
Timeline
Imported client records with tier classifications; configured GTM Hub lifecycle stages.
Set up Portal unified comms and automated touchpoint sequences for each client tier.
Activated Dew AI market commentary; trained advisors on the new workflow.
Measured 50% increase in meaningful client touchpoints per quarter.
“Our clients used to hear from us twice a year — at review time and tax season. Now they get personalized market insights, birthday wishes, and proactive check-ins. Retention is up and referrals are pouring in.”
Features That Made the Difference
Client Lifecycle
Tiered management with automated milestone triggers.
Unified Comms
Email, scheduling, and secure messaging in one view.
Service Tracking
Client requests tracked with SLA monitoring.
AI Market Updates
Personalized commentary generated for each client.
AUM Dashboard
Assets under management tracked in real time.
Advisor Scorecards
Touchpoint frequency and client satisfaction metrics.
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