With a.i., clients are guided through an interactive discovery process online, inputting key info along the way. It’s a highly visual, ‘gamified’ experience that clients can even do on their mobile device – a far cry from the boring forms of old!
Build a picture easily.
Once they’re finished, clients can instantly view a ‘picture’ of their financial situation, including the likelihood they’ll achieve their goals based on current behaviours.
Fact find automation.
All client info is auto-fed through into the CRM, giving you a great head start in understanding their situation. From there, it’s up to you to work together to explore possibilities and design a plan.