Review meetings are a cornerstone of long-term client relationships and a crucial opportunity to convey your ongoing value. They’re a chance to reconnect, re-evaluate goals, and ensure advice remains relevant as circumstances change. But for many financial professionals, these meetings are underutilised due to one key reason: lack of clear visibility into what’s changed since the last time you met.
That’s where Lens comes in.
A Side-by-Side View of Progress
Lens gives you the ability to compare fact finds across any review period. Whether you're tracking long-term progress or short-term changes, Lens instantly highlights what’s different, so you can focus on what matters. From income and expenses to assets and liability or insurance cover, having a clear side-by-side view saves time and creates a more structured, insightful review conversation.
Turn Data Into Dialogue
Instead of rehashing the entire fact find, you can focus the discussion on what matters most: what’s changed and why. This shifts the tone of the review from administrative to strategic. It’s not about re-checking boxes, it’s about understanding how your client’s circumstances have evolved and adjusting your advice accordingly.
Strengthen Engagement and Trust
When clients see that you're across their situation without needing to re-ask everything, it builds trust and makes the review process more personal, as opposed to an obligatory compliance checkpoint. You're not just relying on memory or notes; you're showing them how their financial journey is unfolding in real time. Highlighting key shifts—like a change in income, new liabilities, or updated goals—demonstrates that you're on the front foot.
Save Time and Reduce Admin
Review meetings shouldn’t feel like starting from scratch. Lens eliminates the need to dig through old PDFs or client files to piece together what’s changed. The comparison view surfaces relevant differences immediately, allowing you to prepare faster and deliver more value in less time.
Support Ongoing Advice Obligations
Regular reviews are essential for meeting best interest duty and ongoing service obligations. With fact find comparisons, you can clearly demonstrate that you’ve monitored your client’s situation, adapted your advice accordingly, and kept accurate, up-to-date records, all without added administrative burden.
The Bottom Line
Review meetings are more than check-ins, they’re an opportunity to deliver meaningful advice that reflects where your client is today. With Lens’ fact find comparison feature, you’re equipped to lead smarter, more focused conversations that strengthen client relationships and make every meeting count.
