Created for financial planners as a way to cut down on the amount of time that they spend collecting client information in their first appointment. The current process often involves advisers asking personal financial questions for 30 minutes or some advisers send an electronic fact find form for clients to fill in but most don’t complete the form due to the length or potentially due to adding personal financial information.
This form collects less personal information on a client’s financial situation (basic asset information rather than assets + values) and the information can be connected to document automation software to pre-populate data collection forms.
This form is used by retailers on an iPad or Android tablet to collect customer information. After experiencing several retailers using paper notepads to take down product requests, new product suggestions, sign up to newsletters (leaving the information available to all other customers) or document out-of-stock items, we created this form to be the Swiss …
This online reference check form is useful to have on your computer as you’re calling references. Information from this online form can be sent through into a Google Sheet, a DIY applicant tracker (using a project management tool with custom fields) or through to your ATS software. Background Reference Check Form Template Sample
Fact Find Template
Created for financial planners as a way to cut down on the amount of time that they spend collecting client information in their first appointment. The current process often involves advisers asking personal financial questions for 30 minutes or some advisers send an electronic fact find form for clients to fill in but most don’t complete the form due to the length or potentially due to adding personal financial information.
This form collects less personal information on a client’s financial situation (basic asset information rather than assets + values) and the information can be connected to document automation software to pre-populate data collection forms.
Fact Find Template Sample
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