‍About Cloven

Cloven is a CRM designed for Canadian financial advisors, aiming to simplify client interactions by centralizing client data and automating key processes. It offers tools for creating comprehensive client profiles, tracking leads, and automating follow-ups on important events like renewals. The platform integrates with other software, supports easy data imports and includes a productivity suite with over 50 digital tools such as E-Signature and Social Media Manager.

About the Integration

The integration between HeyAdvisor and Cloven empowers financial advisors by seamlessly combining engaging content with advanced CRM features. Advisors can share their branded HeyAdvisor’s content through Cloven, offering a more engaging and informative client experience. This integration enhances productivity and strengthens advisor-client relationships through Cloven’s centralized management system, making it easier to provide tailored financial advice and track client interactions.

How to Use HeyAdvisor In Cloven

In Personalized Emails to Clients

1. In Cloven navigate to the client profile. 
2. Click “Send Mail”.
3. From HeyAdvisor, copy and paste the email template along with your client-facing link.
4. Schedule or send your email.

By Setting Up Email Templates for Key Conversations

Do you have key HeyAdvisor pieces that you use frequently? Set them up as templates to easily send them.

1. In Cloven navigate to Setup → Customization → Templates.
2. Click “+ New Template”
3. Choose “Contacts” from Select Module. 
4. Select the blank template.
5. From HeyAdvisor, copy and paste the email template along with your client-facing link. Brand Pro users can also use the downloadable thumbnail. ‍
6. Click on “Save Now”.

Use Cloven’s Social Media Scheduler to Post to Your Social Media Accounts

1. In Cloven navigate to Applications → Zoho Social 
2. Click “+ New Post”.
3. From HeyAdvisor, copy and paste the social media caption along with your client-facing link. 
4. Select either “Publish Now” or “Schedule for a Specific Date”.
5. Click on “Post Now” or “Schedule”.