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Live Demo

Client Segmentation Tool

Watch a sample client book of 20 clients be segmented into Platinum, Gold, and Silver tiers — with service models, action plans, and draft emails. This is a simulated demo using preloaded sample data. No real client data used.

Step 1 — Sample client book
Load sample data or use the preloaded book, then click Run Segmentation.
✓ Sample data loaded.
↺ Reset to sample data
📋 Sample data loaded. Click 'Run Segmentation' to analyze the client book.
Simulated demonstration — sample data only. Nothing is uploaded, downloaded, or stored.

Running segmentation...

Step 2 — Your segmented book
Every client scored on 5 dimensions — AUM, tenure, complexity, growth potential, and relationship fit. You can adjust any assignment.
Step 3 — Your service model
Exactly what each tier receives — meeting cadence, communication cadence, and response time. You decide who on your team handles each task.
Platinum
Meetings: Quarterly minimum
Response: Same business day
Includes: Full financial plan, tax coordination, estate review, family relationships
Outreach: Proactive — birthdays, life events, market moves
Events: Private wine tastings, golf days, executive speaker dinners, charity galas, sporting or theatre events, estate planning evenings with lawyers and accountants
Gold
Meetings: Semi-annual
Response: Next business day
Includes: Financial plan, annual tax review, goal check-ins, investment review
Outreach: Newsletters, seasonal alerts, birthday card
Events: Market update lunches, educational seminars, holiday appreciation parties, webinar series
Silver
Meetings: Annual review
Response: 2 to 3 business days
Includes: Annual portfolio review, RRSP/TFSA reminders, newsletter
Outreach: Life-event triggered only
Events: One annual client appreciation event — summer BBQ, outdoor movie night, food truck event, holiday open house, or community charity event
Lifecycle Coverage — preview
In your custom build, each client gets a small coverage tracker so the team can see at a glance what has been discussed and what is still a gap. Here is how it would look for one client.
Step 4 — Your action list this week
Based on your segmentation — here is exactly who needs your attention right now. Tick the box on the left once you have handed the task off or finished it. Your progress is saved on this computer and stays ticked when you come back tomorrow.
Today
Step 5 — Ready-to-send email — click any task above to swap it
Every action has its own personal, ready-to-send email. Click any task above to update this panel. Copy and paste straight into your email client.
✏️ The subject and body below are editable — click in and tweak before copying.
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