5 results found
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Nationality
Please add British Overseas National as an option in the Nationality question.
3 votes -
Short how to guides for non tech savvy clients
Can we please have updated how to guides to send to clients - I have just checked how the client logs in and it was last updated two years ago with a process that is not correct. This way we can send a short how to and clients will struggle less
2 votes -
Client portal notifications
Clients to be notified e.g documents
43 votes -
Give clients the ability to add a second applicant themselfs on the client portal
Give clients the ability to add a second applicant themselfs on the client portal
58 votes -
Choose FactFind sections to show in Client Portal
Ability for SuperUser to select which sections of the Fact Find are shown on the client portal.
Initial 'essential' Client Information only
Asking the client to complete the full fact find (or even part of) prior to 'first meeting' is not only quite intimidating, but must also be worrying - would you share all your personal with someone you don't know?
However, asking 'essential' information upfront is relevant in order for accuracy is totally relevant.
Having this essential information will help the adviser establish quickly whether you 'can do' business with the client and also whether you 'want to' do…126 votes
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