Atlas Advisors Books 45% More Client Meetings
How a 10-person financial advisory firm replaced two fragmented tools with one platform — and dramatically increased client engagement.
The Challenge
Atlas Advisors managed $120M in assets across 300+ client households, but their tech stack was failing them. Wealthbox tracked client relationships and notes, while Calendly handled scheduling — but neither system gave advisors a complete picture of client engagement.
Advisors were missing review cycles because scheduling was disconnected from client records. High-value prospects waited days for meeting confirmations, and the firm had no way to track which clients were overdue for contact.
- Scheduling disconnected from client relationship records
- No automated tracking of overdue client reviews
- High-value prospects waiting 2-3 days for meeting confirmations
- Advisors toggling between 4+ tabs to prepare for each meeting
The Solution
Atlas Advisors migrated to Dewx in two weeks, unifying client management, scheduling, and proactive outreach into a single advisor workspace.
GTM Hub — Smart Scheduling
Integrated booking links with client profiles so advisors see full context before every meeting.
Portal — Client Communication
Secure messaging, document sharing, and meeting notes in one unified client timeline.
CX Hub — Review Tracking
Automated alerts for overdue client reviews, ensuring no household falls through the cracks.
Dew AI — Meeting Prep
AI-generated meeting briefs with client history, portfolio highlights, and talking points.
The Results
45%
More client meetings booked
0
Overdue client reviews
15 min
Saved per meeting on prep
2 → 1
Tools consolidated into Dewx
Timeline
Imported client households from Wealthbox; configured review cycle automation and scheduling links.
Launched secure client portal and AI meeting prep; trained all advisors on unified workflow.
All overdue reviews cleared; advisors booking 30% more meetings per week.
Sustained 45% increase in client meetings with zero missed review cycles.
“I used to spend 20 minutes before each meeting pulling up records across three tabs. Now Dewx gives me everything — client history, portfolio summary, and talking points — in one click. I'm seeing 45% more clients and every review happens on schedule.”
Features That Made the Difference
Integrated Scheduling
Booking links with full client context attached.
Secure Client Portal
Document sharing and messaging in one timeline.
Review Cycle Alerts
Never miss a client review deadline again.
AI Meeting Briefs
Auto-generated prep notes before each meeting.
Household Management
Group contacts by household with shared records.
AUM Tracking
Assets under management tied to client profiles.
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