15 days
Routine Check-In
A gentle prompt that it is time to be in touch.
Client Relationship Monitoring
Notice When A Relationship Goes Quiet
Glynac tracks how recently and how often each client has actually been in contact, and flags relationships that are going cold before the client starts looking elsewhere.
- RunsOngoing
- NeedsBlack Diamond
- Who decidesYour reviewer
The buyer problem
Why This Matters
Across a full book of clients, a relationship can go cold for weeks before anyone notices.
By the time it is noticed, the client may already be looking elsewhere.
What Glynac checks
What Gets Checked
Contact history across email, calls, meetings and notes over a 90-day lookback, with portfolio data from Black Diamond. Thresholds are adjustable for your firm.
45 days
Declining Engagement
Contact is dropping off. Raised as a medium-severity report.
60 days
Relationship Risk
No contact for sixty days. Raised as a critical report.
What your reviewer sees
Everything Needed To Decide
- Contact recency across email, calls, meetings and notes
- A 90-day lookback of the relationship
- Severity based on how long it has been quiet
- A report the advisor can close once they have followed up
Where a person decides
The Decision Stays With Your Team
The advisor owns the relationship. Glynac only flags that it is going quiet, and the advisor decides what to do about it.
Action TakenNo Action Needed
Scope and limitations
What To Know Before You Start
We say this upfront so there are no surprises later.
- Monitoring starts the first time someone asks Ava about a client. A client nobody has asked about is not being watched yet, so full-book coverage does not begin on day one.
- Needs Black Diamond for portfolio data.
- Checks run on a rhythm your firm sets.
Questions
Client Relationship Monitoring: Good To Know
Not from day one. A relationship enters monitoring the first time someone asks Ava about that client. We say this upfront so there are no surprises about coverage.
Yes. Engagement thresholds are adjustable for your firm.
Email, calls, meetings and notes, over a 90-day lookback.
Advisors, who own the relationship, and the CCO, who gets evidence that relationships are being actively maintained across the book.
More workflows
Other Workflows
Weekly and monthly
13F Intelligence
Crowded positions, clone risk and strategy drift, checked against the wider market of institutional filings.
Weekly
Form ADV Monitoring
Flags when the AUM in your Form ADV Part 2A brochure drifts away from your live book.
Daily
Marketing Compliance
Reviews outbound marketing email in Microsoft 365 against the SEC Marketing Rule, every day.
Daily
Vendor Due Diligence
Watches for breaches, outages and regulatory action at your vendors, with a citable source for every finding.
Request a demo
See Client Relationship Monitoring In A Demo
We will show the report, the evidence behind it, and how your reviewer closes it out.