Review meetings are a cornerstone of long-term client relationships and a crucial opportunity to con...
Building a Referral Network That Works
Building a Referral Network That Works: How Lens Helps Professionals Grow Together
The Role of Automation in Reducing Admin Overload with Lens
Financial professionals face a constant battle against administrative overload. Time spent on manual...
Onboarding New Clients: The First Impression Matters
The onboarding process sets the tone for a client’s entire experience with your practice.
Elevating Your Clients' Fact-Finding Experience with Lens
For financial services professionals, getting clients to complete a fact find can feel like an uphil...
Ensuring Compliance: How Lens Supports AML, KYC, and Privacy Act Obligations
Regulatory compliance is a critical responsibility for financial advisers and accountants.