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