Advisors seeking to sharpen their marketing efforts might find value in Dynamic Contact Groups. This feature could automatically update your contact groups as client details change, ensuring your targeting in Automations remains precise and effortless. Without the need for manual adjustments, your campaigns could consistently connect with the right audience at the perfect time.

Use Case:

Consider launching a financial newsletter aimed at clients nearing retirement. With Dynamic Contact Groups, clients who meet the age criteria could be seamlessly added to your target group, ensuring that your tailored content reaches the right audience without additional effort. This feature could empower advisors to deliver more relevant and impactful communications.