Industry Pack for Financial Services is here

Product Updates / July 21, 2014 / Kristie

We’ve created an Industry Pack for Financial Services to help financial advisors get the most out of Daylite. With help from customers and Learn Daylite, we’ve created a template and workflow instructions that other professional in the financial services industry can benefit from.

The Industry Pack for Financial Services comes with a file that customizes your Daylite preferences, and a PDF with workflow instructions. These are ideal for new Daylite customers that want a better understanding of how to use each Daylite feature specifically for finance. Existing Daylite customers can also benefit from the Industry Pack to learn additional ways of leveraging Daylite. The file that customizes your Daylite preferences will add additional categories, keywords, forms, pipelines, etc.

The Industry Pack for Financial Services includes additional fields in the contact record so you can easily add a birthday, anniversary, names of children and spouse, and hobbies for your clients.
Contact_record

You can also capture additional information about your clients with the included forms for “New Client”, “Client Profile”, “Annual Review”, as well as forms for various policies. These forms are accessible from your iPad and iPhone so you can capture the information about your clients right in a meeting and avoid double entry.

iPad mini_landscape

Also included in the Industry Pack for Financial Services is an Opportunity Pipeline and a Project Pipeline so you can track where you are with each client from initial meeting, through the investment planning, and implementation. This helps other members of your firm to know where you are with a client and see what steps and necessary paperwork needs to be done.

investment_pipeline

Visit our Help Centre to download the Industry Pack for Financial Services and learn how you can get the most out of Daylite.

If you are interested in helping us create an Industry Pack for your industry, please contact us at info@marketcircle.com.

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