Admins can assign “advisors” to handle clients. Alternatively, clients are also allowed to choose their preferred advisor once they have been onboarded.
It lets them go to a special page where they can see and manage important info about clients. This includes things like the client’s name, company name, date, assigned advisor, status, action items, and the option to view client files. It makes it easier for admins to keep track of clients and update their information. Having survey forms right there also helps admins get a full picture of how clients are interacting, making it easier to make smart decisions.
Survey Stats enables advisors to review the surveys they’ve sent to clients. It includes essential details such as the Form Title, description, the number of questions, and the client’s name who submitted the survey. This feature provides a comprehensive overview of survey-related information for effective monitoring and analysis.
Message templates save the time that is required to write each email individually. Advisors can also create new message templates of their own.
It allows advisors to take follow-ups from their clients in the form of text or mail.
The Resources Bank empowers advisors to navigate through diverse lists, including essential information like client onboarding dates, descriptions, and available actions. This feature facilitates seamless access and management of resources, contributing to an efficient and well-organized process for advisors.
