Self-Registration is Here

Your clients’ impression of your business and your services begins long before their first client website logon. So when setting them up with your own PFM experience for the first time, it’s important to show them that your business values security along with convenience.

With Self-Registration, the newest enhancement coming to the client experience, you can email a link directly to your client, without worrying about communicating a temporary password to them. Clients select their own username and password, then launch their own client websites – conveniently and securely.

For your clients, you give them control of their account in two simple steps, and satisfy their cravings for autonomy, immediacy, and security.

For you, not only does self-registration save you valuable time, but it allows you to establish the kind of seamless and self-directed technology experience that your clients expect, right from the start of your relationship.

It’s easy! Here’s how it works.

Step One: Send a link to your client or new prospect to begin the self-registration process.

Step Two: Your client or prospect chooses a username and password, and quickly and securely launches their personal financial website.

Interested in learning more about Self-Registration?  Watch this recorded webinar or check out our FAQ.