Create and update fact-find client contacts in CRM
Create and update fact-find client contacts in CRM
Your fact-find submissions often never reach the CRM, leaving advisers without up-to-date contact, employment and income details for annual reviews. It updates CRM records for review readiness.
Overview
When fact‑find forms miss the CRM, advisers lack the client context needed for productive annual reviews. This flow finds or creates contact records and updates financial and contact details so your advisers and client services teams have review-ready records within minutes. That means faster prep and fewer manual fixes before outreach.