Client Overview: Turn Insights into Exceptional Client Experiences
The Client Overview page is a powerful tool designed to help you understand your clients better and provide an exceptional experience.
Featuring Clarity+, it gives you a comprehensive view of each client's financial situation, goals, and interactions with your practice. By regularly reviewing the Client page before meetings or when planning strategies, you'll:
Gain valuable insights into your client's financial journey
Easily access key information and past interactions
Identify opportunities to provide tailored advice and services
Ensure you're always prepared for client conversations
Let's explore how to make the most of this powerful tool to elevate your client relationships and streamline your advisory process.
Log in to your Claras account
On the left hand navigation, click the Clients icon
Click the client's name to access their individual page
At the top of the page, you'll see the Clarity+ section. This feature draws insights from your last five file notes, helping you turn client interactions into actionable information.
Quick access to key financial information
Helps you tailor your advice to the client's specific situation
Allows you to spot potential opportunities or areas of concern
Quickly update a client's name if it's incorrect
In the second tab, you'll find a list of all file notes for this client.
Search functionality: Use the search bar to quickly find specific notes or keywords
Chronological order: Notes are displayed with the most recent at the top
At-a-glance status: Each note shows the status - whether it's in progress, completed or archived
Regularly review past notes before client meetings
Use the search function to quickly recall specific discussions or decisions
Ensure all notes are marked as 'Completed' once finalised
Use these insights to personalise your approach in future interactions
Proactively address recurring concerns or interests
Demonstrate your attentiveness by referencing past discussions
Regular Updates: Ensure the Financial Situation Overview is kept up-to-date for accurate insights
Thorough Note-Taking: The more detailed your file notes, the more valuable the generated insights
Proactive Review:
By effectively using the Client page, you'll be well-equipped to provide a more personalised, attentive, and valuable service to your clients. Remember, the power of this tool lies in how you use the information it provides to enhance your client relationships.
Featuring Clarity+, it gives you a comprehensive view of each client's financial situation, goals, and interactions with your practice. By regularly reviewing the Client page before meetings or when planning strategies, you'll:
Gain valuable insights into your client's financial journey
Easily access key information and past interactions
Identify opportunities to provide tailored advice and services
Ensure you're always prepared for client conversations
Let's explore how to make the most of this powerful tool to elevate your client relationships and streamline your advisory process.
Accessing the Client Page
Log in to your Claras account
On the left hand navigation, click the Clients icon
Click the client's name to access their individual page
Key Features
1. Clarity+
At the top of the page, you'll see the Clarity+ section. This feature draws insights from your last five file notes, helping you turn client interactions into actionable information.
Why it's useful
Quick access to key financial information
Helps you tailor your advice to the client's specific situation
Allows you to spot potential opportunities or areas of concern
Quickly update a client's name if it's incorrect
2. File Notes
In the second tab, you'll find a list of all file notes for this client.
Search functionality: Use the search bar to quickly find specific notes or keywords
Chronological order: Notes are displayed with the most recent at the top
At-a-glance status: Each note shows the status - whether it's in progress, completed or archived
How to use it effectively
Regularly review past notes before client meetings
Use the search function to quickly recall specific discussions or decisions
Ensure all notes are marked as 'Completed' once finalised
Leveraging insights for better service
Use these insights to personalise your approach in future interactions
Proactively address recurring concerns or interests
Demonstrate your attentiveness by referencing past discussions
Best Practices
Regular Updates: Ensure the Financial Situation Overview is kept up-to-date for accurate insights
Thorough Note-Taking: The more detailed your file notes, the more valuable the generated insights
Proactive Review:
By effectively using the Client page, you'll be well-equipped to provide a more personalised, attentive, and valuable service to your clients. Remember, the power of this tool lies in how you use the information it provides to enhance your client relationships.
Updated on: 22/10/2024
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