Dynamic Planner has launched Client Access, a customer focused and interactive technology designed to help advisers drive deeper client engagement and relationships in the new flexible hybrid world of financial advice.
Now available to Dynamic Planner users, Dynamic Planner Client Access empowers clients to complete the psychometric risk and sustainability profiling questionnaires remotely, enriching the process of data capture. Fully interactive, clients benefit from simple language and short videos to clearly communicate key messages and guide them at every step. It is mobile friendly with screens optimised for all devices, with the look and feel fully configurable to a firm’s branding.
Yasmina Siadatan, Sales & Marketing Director at Dynamic Planner said: “While remote advice is here to stay, it can be a challenge for advisers to make the process engaging and easy to understand for clients, as well as build deep relationships which ultimately result in better outcomes. Dynamic Planner Client Access gives advisers that fundamental piece of the hybrid advice puzzle, whilst enhancing their whole experience in an interactive and efficient way.
“We believe it will be fundamental in supporting hybrid advice as demand grows even more, with the ability for advice firms to engage successfully on a remote basis with clients a major step along this path. Advisers will be able to improve outcomes through better informed conversations with clients, whilst at a business level, the increased efficiency of the process will enable firms to increase capacity in their business.”
Advisers can choose which questionnaires clients receive, and once captured, the information flows seamlessly back into Dynamic Planner to support the profiling, cash flow and review processes. With automatic notification that the process is complete, and any inconsistencies in answers flagged, Dynamic Planner Client Access increases the efficiency of advice firms and enables them to focus on more important things such as having good conversations with clients.
Client Access is available now in Dynamic Planner; see for yourself