How much time do you, your clients, and your staff spend poring over extensive fact-finding documents in order to complete your client’s profile? We bet the answer is too much.
That’s why, on November 10th, a new digital Onboarding experience is coming to eMoney’s enhanced client portal. Automated Onboarding will help your clients populate their personal financial management website their way, on their time.
See below for a sneak peek of Easy Onboarding:
Taking both a quantitative and qualitative approach, a dynamic automated fact-finding process allows your clients to spend time answering the questions that help bring their financial situations to life. The end result? Clients quickly and easily populate and launch their personal portal—and their advisor gains a better understanding of the feelings associated with their wealth in the process.
In just a few minutes, your clients can launch their client portals quickly, conveniently, and in a way that makes it easy to import their important financial information. With eMoney’s new automated fact-finding process, clients can choose to add only their most basic information to start or be led step-by-step through our new, more intuitive Organizer to create a fully populated and robust portal in one sitting.
And with the ability to create a customized list of Financial Priorities, you can ensure the experience is tailored to your clients.
- Dynamic questionnaire that brings clients’ full financial pictures to life
- Ability for clients to set and organize custom Financial Priorities
- Completeness bar to track progress and encourage clients to complete the questionnaire
- Advisor Alert once onboarding process has completed
Stay tuned for more information on Easy Onboarding releasing November 10th.