More often than not, clients pigeon hole a relationship with a financial professional without understanding the holistic ability some firms have to assist their clients. By using a list of service offerings provided by your firm and an auto generated survey, your firm is able to highlight client needs and enhance lead generation within the portal in an efficient, effective and non intrusive manner.
By setting up a list of the services your firm provides, setting survey questions, time frames and sending out Financial profiles, your clients will answer questions on how they feel about their financial position and where they may need assistance. This can all be done by the client on mobile or desktop.
Opportunities are linked through surveys, services and digital profiles.
How do I set up my portal to use the opportunities?