- Видео 52
- Просмотров 1 686
Finpace
США
Добавлен 24 мар 2023
Automate required, yet tedious tasks that slow you down. Simplify outreach, onboarding and ongoing customer engagement with a software platform that's as powerful as it is beautiful and easy-to-use.
Dynamic Content in Forms | Streamline Client Data with Finpace Forms
Transform the way you gather client information with dynamic content in Finpace Forms. Learn how to create personalized fields, dynamic pages, and conditional responses that adapt to your clients’ needs in real-time.
Whether it's tailoring forms for joint investors or adding specific text fields based on user inputs, Finpace makes form creation seamless, efficient, and user-focused.
Watch now to see how Finpace takes your data collection to the next level!
📌 Key Highlights:
Conditional Text Fields
Dynamic Pages based on User Responses
Real-Time Customization Made Simple
💡 Simplify client onboarding, save time, and reduce errors with Finpace’s dynamic form features. Try Finpace today and experi...
Whether it's tailoring forms for joint investors or adding specific text fields based on user inputs, Finpace makes form creation seamless, efficient, and user-focused.
Watch now to see how Finpace takes your data collection to the next level!
📌 Key Highlights:
Conditional Text Fields
Dynamic Pages based on User Responses
Real-Time Customization Made Simple
💡 Simplify client onboarding, save time, and reduce errors with Finpace’s dynamic form features. Try Finpace today and experi...
Просмотров: 34
Видео
Effortlessly Add Pages in Finpace Forms | Form Builder Tutorial
Просмотров 1114 дней назад
Take your forms to the next level with Finpace Form Builder! In this quick tutorial, learn how to add pages seamlessly to your forms, making them more organized, professional, and intuitive for clients. With Finpace, designing multi-page forms is fast, easy, and tailored to your exact needs. Say goodbye to cluttered forms and hello to a better client experience.
ALWAYS Save Your Changes | Avoid Losing Form Edits While Building Forms in Finpace
Просмотров 914 дней назад
Building detailed forms? Don’t lose hours of work! In this quick video, we’ll show you why it’s crucial to always click 'Save Changes' while using Finpace. Watch how unsaved fields disappear upon refreshing a window-and learn how to avoid this common mistake. Finpace keeps your data safe and your forms intact-just remember to save along the way!
Building Forms with Drag and Drop | Finpace Forms from Start to Finish
Просмотров 721 день назад
Discover how simple and intuitive form creation can be with Finpace's drag-and-drop builder! In this video, we’ll show you how to design dynamic forms tailored to your financial advisory needs. Effortlessly organize fields, add custom inputs, and ensure compliance-all in just a few clicks. Say goodbye to clunky practices like paper, excel spreadsheets or fillable PDFs and hello to professional,...
Finpace Forms: Building From Scratch - Intro
Просмотров 921 день назад
Welcome to the first video in our Finpace Forms series! Discover how Finpace transforms the client data collection process with dynamic, intuitive, and professional forms built from scratch. In this video, we'll introduce you to the simple yet powerful tools Finpace offers, setting the stage for creating forms that are fast, efficient, and tailored to your needs. Say goodbye to outdated PDFs an...
How To Streamline Client Paperwork with The Templates Compressor | Finpace Features
Просмотров 33Месяц назад
Managing client paperwork doesn’t have to be a nightmare. Multiple emails, endless signatures, and scattered platforms lead to chaos, lost time, and lost revenue. With Finpace’s Templates Compressor feature, you can bundle all your firm and custodial paperwork into a single, streamlined email. Now, you can provide your clients with a smooth, unified onboarding experience-all with just one email...
Deploy Your First Template | Getting Started with Finpace
Просмотров 26Месяц назад
Ready to streamline client data collection? In this video, you'll learn how to deploy your first form in Finpace with ease! Our step-by-step guide will show you how to select, customize, and send out your first form in minutes, transforming the way you gather essential client data. Whether you're onboarding new clients or updating existing ones, Finpace makes the process fast, compliant, and ef...
Sending a Test Form | Getting Started at Finpace
Просмотров 18Месяц назад
Ready to streamline your client onboarding? In this video, learn how to send your first test form with Finpace! We’ll walk you through the process to help you see firsthand how easy it is to gather data and send forms to clients in minutes. Finpace forms let you experience the full client journey, from data input to form completion, without any guesswork. Perfect your client experience and get ...
Connect Your CRM for Seamless Data Sync | Getting Started on Finpace
Просмотров 6Месяц назад
Begin your Finpace journey with a quick and easy CRM integration! 🎉 In this first video of our Getting Started series, we walk you through connecting your CRM to Finpace. By syncing your CRM, you’ll save hours of manual data entry, ensuring seamless and automatic updates across your client records. Get ready to streamline your client data and improve efficiency from the start! With Finpace, con...
Streamline Client Meetings with Finpace's Pre-Meeting Questionnaire (PMQ)
Просмотров 92 месяца назад
Finpace’s Pre-Meeting Questionnaire (PMQ) is designed to simplify data-gathering before client meetings, ensuring your team is organized and ready to address your client's most important financial planning needs. Automated and easily integrated with pre-meeting emails, the PMQ helps advisors collect essential client information ahead of time, giving you a competitive edge in client service. Lea...
Track Every Action with Finpace's Ledger | Feature Highlight
Просмотров 32 месяца назад
Finpace’s Ledger feature provides financial advisors with a comprehensive log of all actions within the platform. Easily track every form submission, document signing, data entry, and more, ensuring full compliance and transparency across your firm. Whether for internal audits or regulatory compliance, the Finpace Ledger keeps a detailed record of every task completed within the platform. Disco...
Track Client Growth Over Time with Finpace's Growth Chart | Feature Highlight
Просмотров 52 месяца назад
Finpace's Customer Growth Chart is designed to help financial advisors track their client growth trends like a stock chart. View consolidated growth data over various time periods-1 day, 5 days, 1 month, 6 months, 1 year, or max-so you can see when your business was growing the most. This feature allows you to analyze performance, identify growth periods, and strategize for the future with ease...
Stay on Track with Unfinished Tasks | Finpace Feature
Просмотров 12 месяца назад
Tired of losing track of important tasks? With Finpace’s Unfinished Tasks feature, easily view and manage all incomplete actions, ensuring nothing falls through the cracks. Whether it’s pending forms, unsigned agreements, or client follow-ups, Finpace keeps you organized and focused on what matters most. Say goodbye to manual audits of your task list and hello to streamlined efficiency.
Streamline Your CRM Integration with Finpace's Field Mapper | Finpace Feature
Просмотров 32 месяца назад
Discover how Finpace's CRM Field Mapper simplifies data syncing by automatically mapping fields from your CRM to the Finpace platform. Say goodbye to manual, redundant data entry and hello to seamless integration, making it easy to keep client data accurate and up-to-date across all your systems. Whether you're using Wealthbox, Salesforce, or Redtail, our Field Mapper ensures that every piece o...
Complete Forms Instantly with Finpace | Streamline Advisory Agreements & Paperwork
Просмотров 52 месяца назад
Are you tired of manually completing forms and paperwork in your advisory practice? Finpace is here to change that. Our platform allows financial advisors and teams to complete forms instantly, mapping and auto-populating all required fields in seconds. Whether it's advisory agreements, custodial paperwork, or any other client form, Finpace streamlines the entire process, saving you time and re...
Finpace Email Template Builder: Automate Client Communication & Compliance | Finpace Tutorial
Просмотров 282 месяца назад
Finpace Email Template Builder: Automate Client Communication & Compliance | Finpace Tutorial
How To Invite Team Members & Set Roles | Finpace Team Onboarding Tutorial
Просмотров 42 месяца назад
How To Invite Team Members & Set Roles | Finpace Team Onboarding Tutorial
How To Secure Your Forms with Two-Factor Authentication (2FA) | Finpace Tutorial
Просмотров 52 месяца назад
How To Secure Your Forms with Two-Factor Authentication (2FA) | Finpace Tutorial
How to Add Your Logo to Forms in Seconds | Finpace Template Settings
Просмотров 92 месяца назад
How to Add Your Logo to Forms in Seconds | Finpace Template Settings
How To Add Your Firm Identity & Logos | Customize Your Finpace Instance
Просмотров 82 месяца назад
How To Add Your Firm Identity & Logos | Customize Your Finpace Instance
Finpace Product Tour | Explore Key Features & Maximize Efficiency
Просмотров 52 месяца назад
Finpace Product Tour | Explore Key Features & Maximize Efficiency
Connecting Integration is Easy in Finpace | Seamless Sync with CRMs, Calendars & More
Просмотров 52 месяца назад
Connecting Integration is Easy in Finpace | Seamless Sync with CRMs, Calendars & More
How to Change Your Default Email in Finpace | Secure Email Update Process
Просмотров 52 месяца назад
How to Change Your Default Email in Finpace | Secure Email Update Process
How To Manage Notifications in Finpace | Stay Updated on Documents & Forms
Просмотров 42 месяца назад
How To Manage Notifications in Finpace | Stay Updated on Documents & Forms
How To Adjust Your Settings in Finpace | Personalize Your Experience
Просмотров 42 месяца назад
How To Adjust Your Settings in Finpace | Personalize Your Experience
How to Add Disclosures in Finpace | Automate ADV 2A, 2B, and More
Просмотров 62 месяца назад
How to Add Disclosures in Finpace | Automate ADV 2A, 2B, and More
Streamline User Logins with One Time Passwords (OTP) | Finpace Logins Made Easy
Просмотров 82 месяца назад
Streamline User Logins with One Time Passwords (OTP) | Finpace Logins Made Easy
Connecting Finpace and Wealthbox | Effortless Data Sync for Financial Advisors
Просмотров 32 месяца назад
Connecting Finpace and Wealthbox | Effortless Data Sync for Financial Advisors
How to Access the Engagement Hub | Finpace Dashboard Tutorial
Просмотров 42 месяца назад
How to Access the Engagement Hub | Finpace Dashboard Tutorial
The Fintech Revolution is Here | Finpace: The Future of Advisor Technology
Просмотров 53 месяца назад
The Fintech Revolution is Here | Finpace: The Future of Advisor Technology
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