Summary
Comprehensive Features: Includes tailored templates, smart prefill, customisable questions and steps, email notifications, improved visualisation, automation, and branding options.
Tailored for Efficiency: Create reusable templates, prefill data automatically from the Timeline ecosystem, and customise every aspect of the Fact Find to fit your workflow and client needs.
Enhanced Communication: Keep clients engaged with automated email notifications for key milestones (sent, started, completed) and gentle reminders after four days of inactivity.
Seamless User Experience: Enjoy a clean, intuitive interface with drag-and-drop question functionality and organised steps for streamlined data collection.
Best in Class: Offers unparalleled customisation, intuitive design, and complete integration
Demo
Introduction
We're excited to introduce the new Fact Find in Timeline! With unmatched customisation, automation, and integration, our Fact Find sets a new standard in efficiency and ease of use. In this article, we’ll walk you through the benefits and features of the Fact Find, crafted to make your job easier and more efficient.
Description
The Timeline Fact Find addresses common challenges in client data management with cutting-edge features:
1. Customisation Like No Other
Tailored Templates: Build personalised templates for each client’s unique circumstances, with reusable options to save time.
Custom Steps: Organise the Fact Find into logical steps, designed specifically to fit your workflow.
Drag-and-Drop Questions: Easily rearrange questions within steps for optimal flow.
Custom Fields: Add specific fields within questions to capture nuanced details.
Branding: Incorporate your firm’s logo for a professional and branded client experience.
2. Intelligent Automation
Smart Prefill: Automatically prefill client data from the Timeline ecosystem and the latest Fact Find, minimising manual entry. Clients don't need to enter details again and again anymore!
Streamlined Data Entry: Save time, reduce errors, and stay focused on client service.
3. Enhanced Client Communication
Reminder System: Automatic reminders sent to clients after four days ensure timely completion.
Email Notifications: Keep everyone informed with notifications when the Fact Find is sent, started, completed, or overdue.
4. User-Friendly and Intuitive Design
Nicer user interface and experience: Clean, modern, and intuitive design makes the Fact Find enjoyable to use for both advisers and clients.
Improved Visualisation: Provides a clear, organised view of client data, ensuring you understand every detail at a glance.
Why Timeline Has the Best Fact Find
Having evaluated other solutions in the market, it’s clear Timeline’s Fact Find is unmatched.
Better Questionnaire: Our Fact Find offers a more comprehensive and flexible set of questions.
Enhanced User Interface and User Experience: Timeline’s interface is not just functional but also visually engaging, ensuring an excellent user experience.
Unparalleled Customisation: From branding and custom fields to drag-and-drop organisation, no competitor matches our level of flexibility.
Ecosystem Integration: Timeline’s Fact Find integrates seamlessly within our broader financial planning ecosystem. This connection ensures your client data is always accurate, accessible, and actionable.
Conclusion
The Timeline Fact Find is designed to be the ultimate tool for financial advisers, combining cutting-edge customisation, smart automation, seamless integration, and a user-first design.
Dive into the new Fact Find today and see how it can revolutionise your advisory processes. With Timeline, you’re always ahead of the game.