Wealth Management Demo Follow-Up Email Template [3 Variants]

Template Body

{{firstName}},

I'm reaching out because Wealth Management Directors at institutions like Morgan Stanley and Merrill Lynch were dealing with exactly what you might be facing: Client reporting automation taking 10+ hours per advisor per week

After implementing our solution, they achieved +38% demo-to-opportunity rate improvement—while staying fully compliant with SOC 2, PCI-DSS, and relevant financial regulations.

Are you available for a brief call this week? I can share specifics relevant to {{companyName}}'s situation.

{{senderName}}

Usage Tips

• 1Send Within 4 hours of demo request (compliance questions ready)
• 2Lead with SOC 2/PCI-DSS compliance
• 3Reference Morgan Stanley
• 4Include security docs
• 5Highlight +38% demo-to-opportunity rate

Example Use Cases

Who It's For

How to Use

1. 1

   Verify security readiness

   Before reaching out, ensure you have SOC 2 Type II, PCI-DSS documentation ready to share.

2. 2

   Research the institution

   Identify their current tech stack, recent news, and specific challenges facing Wealth Management Directors in their segment.

3. 3

   Personalize for persona

   Replace placeholders with Wealth Mgmt-specific details. Reference their goals: Improve advisor productivity.

4. 4

   Choose appropriate tone

   Conservative for large institutions, Standard for mid-size, Aggressive only for time-sensitive situations.

5. 5

   Set up multi-touch sequence

   FinServ requires 6-8 touchpoints. Plan email + LinkedIn + phone over 3-4 weeks.