74% of clients who switch advisors cite insufficient communication or feeling undervalued. Scribble sends a personalized handwritten note at every moment that matters — automatically, compliantly, without adding to your workload.
Scribble is an automated handwritten letter service for financial services professionals. It sends real ink-on-paper notes triggered by CRM events — new client onboarding, portfolio milestone, market volatility — personalized from your data and mailed in 3–5 business days. No manual writing, no envelope stuffing.
"Trust is the product in financial advisory. It's built in small moments over years — not in annual review meetings. The advisors with the best retention and the most referrals are the ones their clients describe as thoughtful. Scribble makes thoughtfulness systematic."
Scribble fires a personalized handwritten letter at each of these automatically.
A handwritten welcome note in the first week signals immediately that this relationship is different. Sets the tone for everything that follows.
When a client crosses $500K, $1M, or a personal goal — a note marking the moment. It lives on their desk long after the email is deleted.
During a correction, a personal note to each client says you're thinking of them specifically — not managing a broadcast list. Reinforces trust at the moment it's most tested.
Retirement, a grandchild, a child's wedding. Your clients' financial lives are inseparable from their personal ones. A note at a life milestone isn't about finance — it's about the relationship.
Advisors using Scribble report stronger client retention, more referrals per client per year, and relationships that outlast market cycles. The notes take no time. The trust they build is compounding.
See it in action →Link your CRM or ATS. Scribble watches for the trigger events you define — a deal closing, a stage change, a referral tag.
AI drafts a warm, specific note using the real context from your data — names, details, what actually happened.
We handwrite it in real ink, stuff it in an envelope, stamp it, and mail it. Your client holds it in 3–5 business days.
Notes that express personal sentiment — congratulations, gratitude, acknowledgment of a life event — contain no regulated content and raise no compliance issues. For any notes referencing portfolio performance, Scribble supports template review so your compliance team can approve language before it's used at scale.
Yes, through native HubSpot integration or via Zapier for other platforms. Redtail, Wealthbox, and Salesforce all support Zapier connections. Book a demo and we can map your specific CRM workflow.
Yes. Every letter is personalized with the advisor's name and signature style. Clients receive something that feels like it came directly from the person managing their money.
An advisor with 150 clients running onboarding, milestone, and referral triggers typically sends 30–60 letters/month. Pricing depends on volume and use case — it's always fair and built around what makes sense for your practice. Book a demo for a quote specific to your client load.
No pressure. No pitch deck. Just a conversation about what you need.
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