Finity360 Tasks
categories
Digital
Finity360 Advisor Tasks helps you manage your Advisor onboarding process and maintain a single source of truth with best practice templates, automated workflows and powerful work management tools.
Finity360 Advisor Tasks was built to manage the complexities of onboarding new Advisors to your firm. From home office visits to state registration processes Advisor Tasks keeps everything and everyone on the same page. Works with all Salesforce cloud Editions. With an easy ETL tool that uploads your legacy tasks, manages multiple projects or transitions, built in workflow and notification engine and AI and Analytics to adapt to changes and behaviors. MANAGE YOUR REPUTATION WITH FInity360 Advisor Tasks and never leave a task undone.
Highlights
- Engage the right people and deliver the right results the first time. With Finity360 Advisor Tasks, you can involve everyone needed—from your operations and compliance teams to the executive office to deliver every Advisor onboarding project with excellence.
- Create transparency for continuous improvement and growth. Enables you to monitor current transitions or projects, improve the quality of your Advisor onboarding, and scale efficiently. With Finity360 Advisor Tasks, you can capture the insights that will help your teams manage opportunities with precision and ease.
- Manage multiple projects or transitions with sophistication and ease. With Finity360 Advisor Tasks you have built in workflows, notification engine and AI and Analytics to report on changes and behaviors.
Data Sheets
