Flow · Wealth & Investing

Time for your review

A complete Wealth & Investing conversation, reviews, alerts, education.

A complete two-way WhatsApp conversation

This flow shows the full thread a wealth & investing customer would see: a verified business sender, a rich card, suggested replies they can tap, and the booking or confirmation that follows. Every message is fully customizable.

How WhatsApp works for Wealth & Investing

All flows

9:41

Northpoint Wealth

Business · WhatsApp

Today

Hi {{first_name}} 👋 Northpoint Wealth has a quick note, take a look:

Your portfolio

Time for your review

Hi {{first_name}}, let's review your portfolio this quarter. Tap to grab a time with your advisor.

BookQuestions?

Book

Let's find time with your advisor 📈

This week

Thu · 11:00 AM

30-minute portfolio review, video or call.

This week

Fri · 3:00 PM

30-minute portfolio review.

Next week

Tue · 9:00 AM

30-minute portfolio review.

Book Thu 11

Booked ✅ Thu 11 AM with your advisor, {{first_name}}. We'll send your summary to review first.

WhatsApp message