Use cases
Online Client
Simplify your onboarding with secure, user-friendly online FactFinds, accessible from any device.
Digital client onboarding for 1,000+
forward thinking advisers
Factfinding made easy
Modern user-friendly webforms that modernize interactions, eliminate paperwork, and ensure dat security. Integrated directly with CRM systems like Salesforce, it optimizes client interaction, making it convenient and efficient.
Anytime, anywhere with a personalized, secure link
Offer your clients the ability to complete FactFinds on their schedule with a secure, personalized link, making the process more accessible and convenient for both you and your clients.
Instant Completion Notifications
Receive real-time alerts the moment your clients finish their FactFinds, allowing for swift and informed follow-up to accelerate the advisory process.
Simplified CRM Integration
Automate the updating of client information into your preferred CRM system, such as Salesforce, ensuring that every detail from the FactFind is recorded consistently and accurately without manual entry.
Sharp Uptick in Onboarding Efficiency with Online FactFind
Since adopting the Online FactFind, clients appreciate its ease of use, and I value the reduction in manual data entry—a true win-win situation!
Ewan Dowes
Dowes Wealth Management
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