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Our Process

Heart of our process is transparency and we take our customers through the process to ensure they become part of the journey in product development.

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Advisor

this module will display client’s statistics that advisor has, based on the quarter and annual.

Client

Client which may has prospect or household role. Here we can create dynamic smart set which has group of client to send out specific conversation like AUM, age, allocation and more.

CRM Integration

We pull household and household members from all of your CRM sources into one platform. After that it will be a part of our system and we can perform any actions like scheduling, reminders and, send conversations.

Document

It has bulk of documents which is generated by the system or uploaded by any members. We have applied document library as well to slots them.

Paperwork

This will fill PDF documents with information that we have, for rest of information client needs to fill out on Docusign CRM. After fill and signed by the client it will be send copy to both the parties as well as stored into the document library.

Conversation

It’s used to communicate with the client. Conversation is about specific subject then, it will be automatically handled by created chatbot to send out one after another question and receive information from the user via text or email.

Problem

Based on the needs of the senior or a patient, the medical conditions, size of the house they are in, and more importantly their willingness to be in safe monitored area, there are multiple hardware sensors combinations that are added as packages which can be purchased from the website and the packages are also categorized in multiple ways to ensure the correct package is delivered to the user.

Challenges

  • We need to authorize user from multiple CRMs using oAuth2, and create calendar event with different timezone.
  • Fetch scheduled time slots from the CRMs to display scheduled meeting of all CRM into one calendar.
  • Manage paperwork of multiple companies to generate PDF, send it to the user via Docusign CRM and, retrieve filled document.
  • For Intelligent Search, create dynamic query builder which will based on filters that applied to fetch the information.

Result

  • Finally, we built Benjamin from the financial advisor’s perspective to create efficiencies and deepen relationships without losing that personal touch that makes a financial advisor so valuable.
  • Now you have one platform to pull out all the contacts from your CRMs that you used to manage it.
  • Getting touch with the client by schedule a meeting or sending continues update via conversation and many more.
  • Build strong client-advisor relationships through the power of smart, automated communication.

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