Using Personalized Dashboards for Real Client Conversations

Transform your client engagement and elevate planning efficiency with personalized, dynamic dashboards that redefine how you interact with your clients’ financial plans.

Meet Cara and Sam Smith, seeking guidance for their financial future. While they prioritize securing a comfortable retirement, they also have numerous goals to achieve during their working years.

In the short video below, Michelle Riiska, Financial Planning Services Consultant at eMoney, walks through how she plans to best assist them on their journey.

Putting Michelle’s Tips into Practice:

As demonstrated in the video, Michelle worked with Cara and Sam Smith, using the Multi-View and Plan Summary functionalities to significantly enhance her client’s experience.

By leveraging Multi-View, you can swiftly illustrate the implications of plan adjustments across various reports, ensuring a streamlined process while offering clients highly personalized and engaging dashboards.

The customizable Plan Summary reports further echo the commitment to tailored solutions, and present clients with the metrics, visuals, and insights that resonate most, reinforcing the value of their individual financial plans.

Need some additional help with using the tools Michelle demonstrated? Check out the user guides below:

• Decision Center Multi-View
• Plan Summary Report