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Introducing the FactFind in Timeline

Summary

  1. Comprehensive Features: Includes tailored templates, smart prefill, customisable questions and steps, email notifications, improved visualisation, automation, and branding options.

  2. Tailored for Efficiency: Create reusable templates, prefill data automatically from the Timeline ecosystem, and customise every aspect of the Fact Find to fit your workflow and client needs.

  3. Enhanced Communication: Keep clients engaged with automated email notifications for key milestones (sent, started, completed) and gentle reminders after four days of inactivity.

  4. Seamless User Experience: Enjoy a clean, intuitive interface with drag-and-drop question functionality and organised steps for streamlined data collection.

  5. Best in Class: Offers unparalleled customisation, intuitive design, and complete integration

 

Demo

 

Description

The Timeline FactFind addresses common challenges in client data management with cutting-edge features:

1. Customisation Like No Other

  • Tailored Templates: Build personalised templates for each client’s unique circumstances, with reusable options to save time.

  • Custom Steps: Organise the Fact Find into logical steps, designed specifically to fit your workflow.

  • Drag-and-Drop Questions: Easily rearrange questions within steps for optimal flow.

  • Custom Fields: Add specific fields within questions to capture nuanced details.

  • Branding: Incorporate your firm’s logo for a professional and branded client experience.

     

2. Intelligent Automation

  • Smart Prefill: Automatically prefill client data from the Timeline ecosystem and the latest Fact Find, minimising manual entry. Clients don't need to enter details again and again anymore!

  • Smart Prefill using Custom Questions: Even custom questions are automatically prefilled from previous Fact Finds, ensuring continuity and saving even more time for advisers

  • Streamlined Data Entry: Save time, reduce errors, and stay focused on client service.

     

3. Enhanced Client Communication

  • No expiry: The link to a fact find does not expire. As long as the fact find hasn’t been deleted, the same link will continue to work. Whether the client has just received it, started filling it out, or even completed it — the link stays the same.

  • Editing the Fact Find: Clients can open and edit the fact find at any time until they click “Complete and Send.”

    Once the client submits the form, the link will still work — but instead of seeing the editable form, they'll be taken to a confirmation screen and won’t be able to make any changes.

  • Reminder System: Automatic reminders sent to clients after four days ensure timely completion.

  • Email Notifications: Keep everyone informed with notifications when the Fact Find is sent, started, completed, or overdue.

     

4. User-Friendly and Intuitive Design

  • Nicer user interface and experience: Clean, modern, and intuitive design makes the Fact Find enjoyable to use for both advisers and clients.

  • Improved Visualisation: Provides a clear, organised view of client data, ensuring you understand every detail at a glance.

 

Why Timeline has one of the best FactFind

Having evaluated other solutions in the market, it’s clear Timeline’s Fact Find is unmatched.

  • Better Questionnaire: Our Fact Find offers a more comprehensive and flexible set of questions.

  • Enhanced User Interface and User Experience: Timeline’s interface is not just functional but also visually engaging, ensuring an excellent user experience.

  • Unparalleled Customisation: From branding and custom fields to drag-and-drop organisation, no competitor matches our level of flexibility.

  • Ecosystem Integration: Timeline’s Fact Find integrates seamlessly within our broader financial planning ecosystem. This connection ensures your client data is always accurate, accessible, and actionable.

     

Conclusion

The Timeline FactFind is designed to be the ultimate tool for financial advisers, combining cutting-edge customisation, smart automation, seamless integration, and a user-first design.

Dive into the new Fact Find today and see how it can revolutionise your advisory processes. With Timeline, you’re always ahead of the game.