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

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9:41

Northpoint Wealth

online

Today

Hi {{first_name}} 👋 Northpoint Wealth has a quick note, take a look:9:41

Your portfolio

Time for your review

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

9:41

BookQuestions?

Book9:41

Let's find time with your advisor 📈9:41

This week

Thu · 11:00 AM

30-minute portfolio review, video or call.

9:41

This week

Fri · 3:00 PM

30-minute portfolio review.

9:41

Next week

Tue · 9:00 AM

30-minute portfolio review.

9:41

Book Thu 119:41

Booked ✅ Thu 11 AM with your advisor, {{first_name}}. We'll send your summary to review first.9:41

Message