Elevating Your Clients' Fact-Finding Experience with Lens
For financial services professionals, getting clients to complete a fact find can feel like an uphill battle. Traditional methods are often time-consuming, frustrating, look archaic, and prone to delays. Lens changes that by making the process simple, engaging, and efficient, ensuring faster completion and a smoother client experience.
A Frictionless Experience for Clients
With Lens, completing a fact find is no longer like pulling teeth. Clients can access an intuitive, online platform that guides them through the process seamlessly. No more clunky interactive PDFs, crude excel sheets, or repetitive data entry. A modern, easy-to-use interface means clients are far more likely to complete their fact find quickly and accurately.
Real-Time Assistance for Faster Turnaround
One of the biggest barriers to completing a fact find is when clients feel overwhelmed with an insurmountable number of questions and requiring guidance that is not readily available. Lens eliminates this roadblock by ensuring staff members are notified at key milestones. If a client needs help, they can request real-time assistance, allowing staff to step in immediately. Alternatively, they can book a Calendly meeting at a time that suits them, ensuring support is available when needed. Faster turnarounds and more complete fact finds mean increased growth for your business!
Keeping Your Team in the Loop
Advisers and support staff don’t need to chase updates manually—Lens keeps everyone informed. Staff receive instant notifications when a client makes progress, needs help, or completes their fact find. This means no wasted time following up and more focus on delivering value to the client.
Secure and Confidential Data Handling
Lens prioritises security with encrypted data transmission, safeguarding client information from unauthorised access. A built-in feature allows a fact find to be temporarily unlocked before inviting a client, enabling one-touch access—especially helpful for seniors—without disrupting the flow of your consultations. Clients can also securely upload documents, avoiding the risks of email attachments or unsecured file sharing.
The Bottom Line
Lens doesn’t just make fact-finding easier—it enhances the entire client experience, reduces friction, and accelerates completion rates. With real-time support, instant staff notifications, and AWS-grade security, Lens ensures that both clients and advisers benefit from a streamlined, stress-free process. Faster turnarounds and higher fact find completion rates with Lens can drive greater efficiency, client satisfaction, and increased growth for you.
Try it today, for free!
