Dynamic Fact Find
Traditional fact-finding methods can be inefficient, particularly when collecting and updating information manually. The right digital tools can enable your business to capture client data seamlessly and ensure advisers spend their time helping their clients achieve their financial goals and objectives, rather than recording basic information.
A More Efficient Way
Dynamic Fact Find is an intelligent data collection solution that streamlines the fact-finding process providing real-time data access. It will help unlock real value for your business whilst strengthening and enhancing the client experience by bringing simplicity and consistency to your fact-finding process.
Intuitive and Dynamic
Operating in real-time, clients input information through a secure portal with relevant questions changing dynamically based on previous inputs. Not only does this ensure the information is current and relevant to each client’s unique situation, it also gives your clients time to reflect and think.
The Fact Find Doesn’t End There
The data captured will continue to evolve with the client’s financial journey. As their situation changes, the tool adapts, ensuring that your business has the most relevant and up-to-date information at their fingertips. This means your practice can provide timely and accurate advice, helping your clients navigate their financial journey with confidence and ease.
Key Benefits
Efficiency
Say goodbye to double-data handling and administrative headaches. Dynamic Fact Find enables smoother, more efficient operation.
User-friendly design
Mobile friendly, the tool has a simple and intuitive interface, guiding the client without requiring any handholding.
Quality control
With Dynamic Fact Find, you’re always in the driver’s seat. From tailoring questions to accepting or rejecting client-completed information, at your discretion.
Secure
Information captured and exchanged with your client takes place in a secure environment.
White label
Achieve a consistent client experience by embedding your business branding.
Get started today
Dynamic Fact Find is just one of the ways that we can help with the end-to-end advice process. Reach out to find out more about how we can help you unlock real value for your business through our leading financial planning solutions. Contact us today.