Client Engagement App
The Client Engagement App is an efficient and engaging online data capture tool that can be used to enhance your client's experiences.
Watch this video to learn more (8min)
Uses for the Client Engagement App:
Onboarding new prospects - Capture 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 advice process.
Email URL links directly from DASH to your clients or include the URL link in your preferred email templates.
Create fields for your risk profile questionnaire and set scores for answers. This can be included as part of the online link sent to clients.
Download a Fact Find document to view all information.