Summary
Key features: Tempaltes, custom questions, improved visualization, automated processes.
Tailored templates for each client's unique needs and circumstances.
Streamlined data collection, reduced errors, and time-saving.
Demo
Introduction
We're excited to introduce the new Fact Find in Timeline! Designed specifically for financial advisors, this tool aims to simplify and enhance the process of gathering and updating client information. In this article, we’ll walk you through the benefits and features of our new Fact Find, crafted to make your job easier and more efficient.
Description
The new Fact Find is here to tackle the challenges you face in managing client data. Here are the main features:
Customization:
Tailored Templates: Create custom templates that fit each client's unique situation perfectly. You can hide or show questions and choose between a range of custom question types, such as Yes/No and open-ended questions.
Reusable Templates: Save these templates for future use, ensuring consistency and saving you time.
Automation:
Streamlined Data Entry: With automated processes, you spend less time on manual data entry, reducing errors and freeing up your time for more important tasks.
Compliance Assurance: Automation helps ensure that all data collection processes meet regulatory standards, taking the guesswork out of compliance.
Intuitiveness:
User-Friendly Interface: The new design is clean and easy to navigate, making the data collection process smooth and hassle-free.
Improved Visualization: Enhanced visualization provides a clear, organized view of the Fact Find, helping you understand client information at a glance.
Conclusion
The Fact Find in Timeline is all about making your life easier. With its enhanced customization, automation, and user-friendly design, it streamlines data collection, reduces errors, and saves you time. Dive into the new Fact Find and see how it can transform your advisory processes, helping you provide even better service to your clients.