In Week 4 of our series, we spotlight a crucial tool for wealth management professionals: the Online Fact Finder. Understanding your clients’ financial circumstances, goals, and objectives is foundational to providing personalised advice. Our Fact Finder tool is designed to make this process as smooth and insightful as possible.
Benefits of Our Online Fact Finder:
- Comprehensive Insights: With sections for personal details, assets and liabilities, superannuation, insurances, and more, you get a holistic view of your client’s financial health.
- Efficiency and Accuracy: Streamline the data collection process, ensuring you have all the information you need in one place, accurately and efficiently.
Implementing the Fact Finder
Our tool is integrated into your premium website, ready for your clients to fill out at their convenience. This not only facilitates a deeper understanding of their needs but also enhances the client experience by making the process straightforward and accessible.
Our team will handle all of the setup with just a some important information from your firm including the Financial Services Guide, where the email notification should go to and your practice’s logo. Our fact finder or client questionnaire offers exciting features such as draft saving and reverse fact finder. Reverse fact finder is a feature where you can send a link to your client to update the information that you have already have in the system.
Next week, we’ll wrap up our series with an exciting offer that combines all the features we’ve discussed, designed to transform your online presence and client engagement.
Get Ready for a Deeper Client Connection
Our Online Fact Finder tool is just one piece of the puzzle in offering exceptional service. By utilizing it, you’re taking a significant step towards truly personalized wealth management.
If you’re intrigued by the potential of our Fact Finder and how it can benefit your practice, don’t hesitate to reach out.