Complete Walkthrough of iFactFind from Client Onboarding to the final submission of Fact Find. Open Video
Follow this simple process to add prospects to your practice database.
We define a prospect as someone who you know you are going to meet soon. This workflow allows you to send a specific Initial Meeting questionnaire before your first meeting. This optional module means you can gather some basic information, but more importantly, find out what the client wants to know. It starts the scoping process.
Follow this quick process to add existing clients or new clients to your practice database.
The process of adding existing or new clients to your database takes a little less than 30 seconds. Once added, you can easily start to add client details to the iFactFind database – even before releasing the iFactFind to the client.
If you are meeting the client, you can add details live under either the adviser log-in or the client log-in.
As a part of our continued enhancement program, we have released three enhancements to the digital fact find on this month's iFactFind update.
These enhancements will improve user experience for both Financial Advisers and their clients.
Just because you can’t sit in front of your client doesn’t mean that you can’t collect relevant information and build the close relationship you need. Learn how to use iFactFind with Zoom, Windows Assist, LogMeIn, TeamViewer, Skype or any other remote communication software of your choice so that your clients can complete their iFactFind with your assistance in real time.
If there was ever a time to consider a software solution that has been designed from the ground up to allow for social distancing - this is the time! The ability to interact with your client remotely – not one-way, but with true two-way communication is core to iFactFind.
Before starting a 21 Day Trial, we recommend that you complete our 60 Minute Zoom Tutorial. This will ensure that you will get the most out of your Free Trial.
