Captures client information through an easy-to-use, dynamic WebForm. The information is automatically stored in the relevant folder of the company’s case management system.

One client was producing 1000 to 1500 fact find documents each year. The Fact Find solution replaces this manual task, freeing up time for Financial Advisors or  Paraplanners, improving operational efficiency. Also, Fact Find allows clients to submit their own information to improve accuracy and customer experience.

Ideal for financial advice companies.

A WebForm is set up for the client to fill out themselves initially, the form is dynamic, providing additional questions depending on the information the client inputs.

The form stores the information in the relevant folder on the client management system. This means information is easily findable, accessible and streamlines the fact finding of client services.