Financial professionals face a constant battle against administrative overload. Time spent on manual data entry, chasing client responses, and ensuring compliance can take away from delivering quality advice. This is where automation steps in, not just as a convenience but as a necessity to improve efficiency, client outcomes and your bottom line.
Automating the Fact-Finding Process
Lens simplifies one of the most time-consuming aspects of providing financial services: the fact find. Instead of having to drag your clients through a static document or an online form that you had to build yourself, Lens provides a pleasurable experience while automating the heavy lifting when it comes to managing your client’s data.
Automated reminders nudge clients to complete their fact finds without advisers needing to chase them up manually. This speeds up turnaround times and increases completion rates, meaning more time focusing on providing valuable service and more growth for your business.
AI-Generated Summaries and Notes
Lens AI takes automation a step further by generating useful insights from documents you upload. Whether it's a meeting transcript, a completed fact find, or other supporting documents, Lens AI extracts key details, generates client summary emails and immediate action points. This significantly reduces the time professionals spend on administrative tasks, allowing them to focus on strategy and client relationships.
Real-Time Support and Notifications
With Lens, staff members are notified at each milestone of the fact-finding process. If a client needs assistance, advisers can step in immediately or schedule a follow-up. This real-time visibility ensures clients don’t get stuck and helps maintain engagement throughout the process.
Secure Data Handling and Compliance
Automation in Lens isn’t just about efficiency, it also enhances security and compliance. Sensitive client information is transmitted via encrypted channels, ensuring data remains protected. Clients can securely upload documents without relying on risky email attachments, reducing compliance risks and maintaining confidentiality.
A Smarter Way to Work
By automating key parts of your business’ workflow, Lens eliminates unnecessary admin, reduces delays, and helps your team to deliver a smoother experience for your clients. The result? More time for meaningful conversations, improved client satisfaction, and a more scalable business.
Automation isn’t the future, it’s already here with Lens. If you’re ready to reduce admin overload and focus on what matters most, it’s time to see Lens in action.
