Your content.
Your channels.
Your brand.
Imagine Mailchimp, Slack, Canva and your social media channels — combined, white-labelled, and powered by AI. That's klasp. A client communications platform built differently: AI-enabled email, an integrated content studio, multi-channel social posting, a fully branded client app and dashboard — and it doesn't stop there — all for less than $100 per month.
The complete practice platform
“Your brand shouldn't live in five differentplatforms.”
klasp consolidates the tools you'd normally spread across Mailchimp, Slack, Canva and your social platforms — in one place, under your brand, built for the way you actually work.
Built for the way you work
klasp brings together everything you'd normally need Mailchimp, Slack, Canva and your social tools for — in one platform, under your brand, built specifically for Australian finance professionals.
AI content in your tone
Generate bespoke client content — market updates, rate alerts, newsletters — that sounds like you, not a chatbot or a competitor.
White-label client app
Your clients stay connected to your brand long after the transaction is done. A personalised portal that keeps you front of mind — not just when they need something, but always.
Multi-channel social posting
Create, schedule and publish across LinkedIn, Facebook and Instagram from a single built-in platform.
“Stop sending the same content as hundredsof other advisers.”
Your clients are smart. They can tell when content is generic. klasp uses AI to create bespoke, compliant communication in your voice — so every touchpoint feels like it came from you, not a template.
Broker to client portal messaging
Organised conversation threads with every client — secure, searchable, and always in context. No more chasing emails.
Two-way SMS, from your own number
Text clients directly from a dedicated business number — not your personal mobile. Quick updates, document reminders, and time-sensitive alerts land where they'll actually be seen.
Broadcast & segment messaging
Send targeted updates to the right clients at the right time. Segment by loan type, settlement date, suburb or any custom group — and broadcast with one click.
Client Care that runs on autopilot
Set a review cadence once — quarterly, half-yearly, or annually — and klasp tells you exactly who's due for a call, tracks the outcome, and flags real opportunities the moment they come up. A dedicated view for anyone handling calls day-to-day, with access limited to exactly what their role needs.
Automated nurture campaigns
Tag a prospect by what they're after — home loan or asset finance — and klasp keeps in touch for you. One tailored email a month for up to six months, automatically, alongside your regular newsletter. It stops the moment they settle, with zero manual follow-up required.
Audit trail built in
Every document upload, share, and client interaction is logged automatically. Complete visibility for you and your clients, with no manual record-keeping required.
Your brand on every screen
Every client gets a fully branded portal with your name, your colours, your identity. Not klasp's. One platform, infinite brands.
“Clients notice when your techhasn't caught up with your service.”
A white-label portal gives clients the impression of a premium, modern practice — one that communicates securely, manages documents professionally, and feels nothing like a generic app.
Email still works.
It just doesn't work hard enough.
In 2026, the average professional receives over 120 emails a day. Your carefully written market update, your document request, your rate alert — they land in the same inbox as newsletters, notifications, and noise. Open rates for financial services email sit below 25%. Nearly three quarters of what you send is never seen.
And even when email is opened, it's probably poorly branded at best. Your communication sits between a supermarket promotion and a bank statement, with nothing to distinguish you from any other sender. There's no persistence — once it's read (or ignored), it's gone.
Email isn't dead. But relying on it exclusively is leaving real opportunity on the table. Your clients deserve a channel that's yours — where your brand is the only one in the room.
Questions worth asking
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klasp is launching soon. Register now to get early access pricing, launch updates, and a say in the features we build first.