A highly requested and long awaited feature is now available on the Money Alive platform. The Custom Next Steps Screen allows system users to personalize their offboarding process once a client has finished a journey.
Drive clients and prospects to web pages, adviser calendars, documents, forms, surveys, online fact finds etc - it’s your choice. Best of all, these actions are recorded and evidenced on your client reports and downloadable CSV.
One of the most useful parts of the custom Next Steps feature is that each box set can be customized with its own bespoke Next Steps Screen, which is not only tailored to the content but also tailored to your workflow. Allowing you to seamlessly off-board clients to a place of your choice.
Each one of these Next Steps Screens also comes with a preview option in which you can see how your bespoke end screen will look to your clients.
We hope these features will allow you to engage with your clients in a more seamless and automated way. If you have any feedback please feel free to let us know.
If you’re new to Money Alive you can start a trial of the platform. You’ll have a chance to demo all of the box sets and test the platform with some real clients.
Talk to your Money Alive contact for more information on this powerful new feature.