Email Data Capture to existing clients or new enquiries to enable them prepare the Fact Find online - Just client name and email address required to send an email web link created by the advisor. Client can log in using a unique PIN & complete the data capture directly and populate Money Advice+CRM automatically. A separate data capture form can be used for financial and mortgage enquiries. Can also be used to update client information. Risk Profiler and other questionnaires can also be completed online
The Client Enquiry form (for financial services or mortgage) can also be completed within Money Advice+CRM by the advisor using a unique wizard reducing the time taken to enter client data.
Email Data Capture to existing clients or new enquiries to enable them prepare the Fact Find online - Just client name and email address required to send an email web link created by the advisor. Client can log in using a unique PIN & complete the data capture directly and populate Money Advice+CRM automatically. A separate data capture form can be used for financial and mortgage enquiries. Can also be used to update client information. Risk Profiler and other questionnaires can also be completed online