Household retention
Rolling 12mo98%
$5M+ AUM
Financial Advisors & Family Offices
Family-office caliber relationship intelligence
Every handwritten Letterly page makes your advisory firm feel boutique, even as you scale AUM.
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The challenges Financial Advisors & Family Offices face, and how Letterly solves them
Every industry has unique pain points when it comes to client communication. Here's what's holdingfinancial advisors & family offices teams back, and exactly how Letterly addresses each challenge with human-first solutions that drive real results.
What's holding teams back
1
Advisors default to performance decks instead of heartfelt outreach.
2
Families expect concierge-level touches tied to their hometown rituals.
3
Compliance teams need visibility into every message sent.
How Letterly helps
Letterly templates pull in life events, school updates and hometown references.
Each page doubles as a secure microsite with engagement tracking + audit trails.
Cross-household insights surface who is overdue for gratitude, education, or a wow moment.
Proof that this works for Financial Advisors & Family Offices
Real data from teams in your industry using Letterly to transform client relationships. Share these stats with stakeholders to show the measurable impact of handwritten communication.
Share of wallet lift
+21%
After first 90 days
Compliance-approved templates
14
Per firm average
Ready-to-run campaigns and your path to value
Get started with proven campaign ideas that work in your industry, and see exactly when you'll start seeing results with Letterly.
Campaign ideas
6 new mandates
Liquidity Letter
Celebrate a portfolio exit with bespoke legacy prompts.
Ready to launch
41% handwritten replies
College Send-Off
Congratulate families with school-specific rituals + gifts.
Ready to launch
Seats filled in 48h
Legacy Summit Invite
Use a heartfelt note to promote your in-person roundtable.
Ready to launch
Timeline for value
Phase 1
Onboarding week
Capture traditions, causes and communication styles.
Stored in secure CRM fields
Phase 2
Quarterly letter
Blend market POV with a personal anecdote from their city.
Average 72% read time
Phase 3
Life-event spike
Trigger immediate Letterly page when milestones hit.
98% of events covered
Phase 4
Annual summit
Handwritten recap doubles as referral invitation.
12% referral rate
Credibility
Why Financial Advisors & Family Offices teams pick Letterly
Registered investment advisors across NYC, Chicago and Vancouver lean on Letterly to defend their most valuable households.
