OrchestriAI
Financial ServicesMCP DevelopmentBoutique wealth management firm, growth focus

Long-Game Prospect Nurture: Two Dormant Contacts to Clients in 60 Days

Two prospects dormant for 8+ months converted within 60 days of personalized outreach enabled by MCP.

Verified client engagementBy Shariq Riaz ·
Service: MCP DevelopmentIndustry: Financial Services

Engagement map

From operating problem to measured outcome

4 weeks delivery · 3 tools in the implementation stack

  1. 01
    01Boutique wealth management firm, growth focus

    Challenge

    A boutique wealth management firm was losing track of prospects during long decision cycles.

  2. 02
    02MCP server + HubSpot

    What we built

    We built an MCP server connecting HubSpot CRM to their market content library and custodian data.

  3. 03
    034 weeks

    Result

    Two prospects who'd been in the pipeline for 8+ months and gone quiet converted to clients within 60 days of the first personalized outreach.

Recorded outcomes

Dormant prospects converted
2 in 60 daysEngagement result
Outreach
Per-prospect contextEngagement result
Pipeline coverage
All 40+ contacts trackedEngagement result

Delivery timeline: 4 weeks. Metrics are shown in the same context as the published engagement.

Source providedVerified client engagement

Problem, implementation, outcome

01

Challenge

A boutique wealth management firm was losing track of prospects during long decision cycles. Wealth management decisions take 6–18 months. Their advisors had 40+ active prospects in various stages, but staying meaningfully in touch required remembering each person's specific situation, what had been discussed, and what would actually be relevant now. Generic monthly newsletters weren't cutting it. The firm suspected they were losing prospects to competitors who were staying more present.

02

What we built

We built an MCP server connecting HubSpot CRM to their market content library and custodian data. When an advisor wants to reach a prospect, they ask: 'What should I send to the Hendersons this month?' The MCP pulls the Hendersons' profile (inheritance planning, 3–5 year timeline), checks prior communications, and drafts a personalized message with content relevant to their current situation. Advisor edits and sends. All interactions logged back to HubSpot.

03

Result

Two prospects who'd been in the pipeline for 8+ months and gone quiet converted to clients within 60 days of the first personalized outreach. Overall pipeline engagement (opens, replies, calls scheduled) improved. Advisors stopped describing their prospect list as 'people I need to follow up with' and started describing it as 'people I'm actually having conversations with.'

Implementation stack

MCP server
HubSpot
Microsoft 365
Delivery timeline: 4 weeks

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Solution context

MCP DevelopmentFinancial Services

Use cases

MCP Servers for Wealth Management FirmsMCP Servers for Real Estate Brokerages

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