The iFactFind Client Review Workflow is an innovative tool designed to optimise the efficiency of client reviews. This system incorporates a "What's changed" report, which highlights updates made in the Fact Find since the last review. This feature saves advisers time and streamlines the review process, making it easier to focus on client interaction and strategic financial planning.
Advisers can integrate their clients' review data within their profiles, activating automated reminder workflows. As a review date approaches, the system automatically sends reminders to clients. These reminders can include a practice-specific client login link, encouraging clients to revisit and update their Fact Find information.
The workflow allows advisers to set the frequency of reviews according to the client’s needs and the nature of the services provided, with options such as monthly, quarterly, or annually. This flexibility ensures that reviews are conducted at intervals that best suit both the adviser and the client.
Advisers can configure the system to send reminders a specified number of days before a review. Additionally, the inclusion of a Fact Find link in reminders facilitates easy access for clients, enhancing their engagement and preparedness for the review meeting.
With calendar integration features compatible with platforms like Calendly, Microsoft Bookings, or Google Calendar, advisers can allow clients to book their own review appointments directly. This not only empowers clients but also simplifies scheduling logistics.
Once set up, the system handles the mechanics of scheduling and reminders, freeing advisers to concentrate on the review content. After a review is completed, the system automatically prepares for the next scheduled review, maintaining a cycle of continuous client engagement. Moreover, the system diligently maintains Review Logs, which record each step of the review process. This logging is crucial for ensuring transparency, accountability, and compliance with regulatory standards.
The iFactFind Client Review Workflow transforms the way financial advisers manage client reviews. By automating administrative tasks and enhancing client communication, it enables advisers to provide more focused and effective financial advice. This workflow is an essential tool for maintaining regular and productive client engagements, ensuring that financial strategies remain aligned with client goals and regulatory requirements.
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