Client Engagement App
Provide an efficient and engaging online data capture experience for clients.
Uses of the Client Engagement App:
Onboarding new prospects - Capture some basic information before the initial meeting or create a more comprehensive fact-finding solution.
Client Reviews - Be better prepared for review meetings by getting your clients to review and update any changes for their situation.
Risk Profile Questionnaires completion.
Features of the Client Engagement App:
Flexibility to set which fields you want client to see, including custom fields.
Create multiple fact finds to suit different stages in the process
Email links directly from DASH to your clients or include the URL in your preferred email templates.
Create fields for your risk profile questionnaire and set scores for answers which can be included as part of the online link sent to clients.