Digital Onboarding and Client Reviews
Onboarding and client reviews should feel more like an experience than a task. Our customisable workflows allow you to tailor each step to your client’s needs, making them feel seen and valued. You can easily integrate video content, client agreements, or meeting bookings. Streamlining review processes with pre-filled fact finds and accurate valuations also helps save time, so you are freed to focus on delivering exceptional service.
Customisable Workflows
Start with one of our global templates or easily build your workflow from scratch with our dynamic Workflow Designer. You decide on the steps from secure messages, video content, meeting bookings, to fact finds or eSignature requests. Add your own resources such as documents, videos, images or URLs. Your process delivered on desktop, tablet or mobile for an engaging and personalised experience.
Collaborate with Clients and Collegues
Your clients can actively participate in your business processes, receiving documentation, signing forms or agreements or completing their fact find. All securely delivered through your branded app. Add your colleagues as participants and allow workflow to prompt the right people at the right time to perform the activities needed.
Integration with Digital Fact Find
Seamlessly integrate your processes with a fully customisable digital fact find to streamline data collection and enhance the accuracy of client information.
Integrate Meeting Booking Tools
Get your clients booked into meetings more quickly and easily by integrating your chosen meeting booking tool like Calendly, Timely or Microsoft Bookings.
Control Over Notifications
Decide who is a partipant at different stages in your workflow process and be in control of who receives notifications whether that's the adviser, wealth manager, paraplanner or administrator. Flexible workflows that work for you.
Export to your Back Office or Practice Management System
Streamline data transfer to your back office systems with straightforward exporting capabilities, reducing manual data entry. Take advantage of the integrations in place with industry standard systems to ensure your back office audit trail is always up to date.
Run Workflows in Bulk
Run a workflow process for multiple clients or other participants saving time and improving efficiency. Search for all clients who have a review due in a particular month and run a bulk workflow to book their review meetings, update their fact find or deliver their review packs.
Integrate Business Tools or Other Systems
Embed external tools or systems into your workflow steps or take advantage of webhook and API connectivity to deliver a slick integrated process across your tech stack.
Get in Touch
We understand you to make sure everything aligns with your needs.
So first, book a free, personalised demo with one of our team to explore how our solution can help you create a seamless, impactful digital experience for you and your clients.