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As a thank you for using our Broker CRM system, we’ve given you a free 60-day trial of the finova Client Portal, which is available for you to use now in your finova CRM!
With a range of intuitive features, the finova Client Portal helps your business remove manual processes and collaborate more with new applicants, quicker than ever before.
Adviser and customer tasks are displayed clearly on a user-friendly dashboard – which promotes improved customer engagement and a fast, efficient process. Best of all, the Client Portal seamlessly integrates with your existing finova Broker CRM.
“The resulting client engagement has been remarkable and the ensuing increase in business very apparent.”
A safe and secure customer account
In-depth digital Fact Find to ease onboarding
Real-time status updates to keep clients informed
Document upload to speed up the application process
Document acknowledgement to publish documents
Digital signatures
Automated email reminders to complete tasks
Customisable Fact Find
Secure messaging
Biometric ID verification
Open Banking
Credit reports
Appointment management
We have a range of educational resources to help you and your team get up and running, quickly and easily, with the finova Client Portal.
This guide will show you how to give your client access to the Client Portal from within the finova Broker CRM.
This guide will show you how to configure supporting documents within the finova Broker CRM to link to the Client Portal for secure client uploads.
This guide will show you how to make the Fact Find in the finova Broker CRM available on the Client Portal and send documents for acknowledgement.
This guide will show you how to set up your documents in the finova Broker CRM to allow an E-Signature or Acknowledgement within the Client Portal.
This guide will take you through the process of mapping a product workflow stage in your finova Broker CRM against the status workflow on the Client Portal.
We're running several educational webinars about using the finova Client Portal. Each webinar will cover:
Yes! You and everyone in your team who has access to the finova CRM system can make the most of the finova Client Portal, completely free for 60 days.
At the end of the trial our Sales Team will contact you to see if you would like to continue using the Client Portal. There is no obligation to continue after the trial.
The Client Portal costs £30 per month for a single licence and £10 per month for each additional licence.
You can use 15 digital signatures per month completely free and it costs 35p per document thereafter.
You’ll be unable to add your own logo and colours during the free trial, however the paid subscription is fully customisable, allowing you to brand the Client Portal in line with your business.
We have a range of resources available on this page, as well as a several educational webinars to help you get started. You can also book a one-to-one training session with our Support Team.
We’d be happy to help you make the most of your 60-day free trial. Send us a message with any questions you might have or to arrange a training session with our specialist broker support team.
