Factfind System
IMPROVE COMMUNICATIONS WITH YOUR PROSPECTS AND CLIENTS THROUGH YOUR WEBSITE
NOW WITH BULK UPLOAD FROM 1ST's ADVISER OFFICE, PLUM AND FAIRS WMS
Your clients will find the factfind system very useful, whether as a means of providing you with their contact details, or as a means of recording details of their financial situation, which both you and your client can refer to in the future.
We recommend using the system as a sales tool rather than a full factfind, to aid the collection of data for the intial meeting, and the updating of data for review meetings.
All our templates sites include the Client Login feature and 4 basic factfind modules, while the Financial Planner sites contains the full system as standard.
The Process:
The client either enters their details direct, or the adviser can enter them for the client. However, users of 1st's Adviser Office, Plum and Fairs WMS can now automate this registration process via simple upload procedure provided by IFA Systems.
The data is stored on our secure server, and the client is given secure access to be able to retrieve his data at a later date, and maybe amend or update it (eg new baby, salary increase).
When a new enquirer registers through the website the IFA is informed
by e-mail that a new entry has been made, which can then be viewed through our
secure Website Manager.
The IFA is also informed when the client makes any subsequent amendments, so that he can access the amended data and update his own records, as well as view the full history of data entry in an audit trail. The system is fully secure, using IFA Systems' own secure server.
The following table gives examples of the facilities available within this system. If you would like to view the complete system within Website Manager, contact us for an access code:-
| Facility |
Function |
| Client Login |
Initial screen that is presented to the
visitor to your site. Click on the link on the left to view a demo, and access the factfind pages. |
| Basic Factfind Pages |
These pages are provided as standard in all sites, and cover Personal details, Children & Dependents, Health & Habits, and Goals & Priorities. |
| Additional Factfind Pages |
These extra sections are provided as standard within the Financial Planners site, or for the full stand-alone version as a plugin to a third party site, and cover Income & Expenditure,
Assets & Liabilities, IHT & Wills, Attitude to risk, and Existing policies. |
| Factfind History |
Every time that a page is amended, there is a log created of the changes, time and date stamped. |
| Upload Facility |
There is an upload facility for 1st Software users which will export personal details. This saves time in re-entering the information. |
| Review Reminder |
You can set up an automatic annual review
reminder for clients to encourage them to review their personal
details prior to a review meeting. |
| Website Manager |
This is where you log in to access the
information relating to all client records |
The cost of the basic Factfind is included in all our templates sites and within the standard Client Login module for 3rd party sites. The Financial Planner sites include the cost of the full factfind. Standard sites can upgrade to the full factfind for an additional setup cost of £200 + VAT plus £10 + VAT pm.
The Client Login module is available for inclusion within 3rd party sites and includes the basic factfind (setup £150 + VAT plus £30 + VAT pm), but this can also be upgraded to add the full factfind for an additonal setup cost of £200 + VAT plus £10 + VAT pm.
Back to [Website Features]
|
