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Simplify Client Data Collection with LeadCenter’s Secure Financial Questionnaire
Simplify Client Data Collection with LeadCenter’s Secure Financial Questionnaire Reports migration to Google BigQuery Bulk Update Across All Contacts is Now Available! Extra Security to Protect Your LeadCenter Account Rapid Lead Response New Workflow Enhancement: Introducing Delay Step Take Your Event Management to the Next Level Increase Productivity and Save Time with LeadCenter Peek Unlock Your Advisory Firm's Full Automation with Workflows New Subject Lines for Appointment System Email Notifications Click-to-Call and Measuring Scheduler Performance Email Marketing Campaigns Announcement Click-To-Call Solution Announcement Multiple writing Advisors Per Account Integrated Email Marketing with SendGrid Stay Compliant with Automated Client Review Reminders by Email and SMS

What's New

Simplify Client Data Collection with LeadCenter’s Secure Financial Questionnaire Reports migration to Google BigQuery Bulk Update Across All Contacts is Now Available! Extra Security to Protect Your LeadCenter Account Rapid Lead Response New Workflow Enhancement: Introducing Delay Step Take Your Event Management to the Next Level Increase Productivity and Save Time with LeadCenter Peek Unlock Your Advisory Firm's Full Automation with Workflows New Subject Lines for Appointment System Email Notifications Click-to-Call and Measuring Scheduler Performance Email Marketing Campaigns Announcement Click-To-Call Solution Announcement Multiple writing Advisors Per Account Integrated Email Marketing with SendGrid Stay Compliant with Automated Client Review Reminders by Email and SMS

Simplify Client Data Collection with LeadCenter’s Secure Financial Questionnaire

10/31/2024 Financial Questionnaire

LeadCenter’s Financial Questionnaire (FQ) enables prospects to provide their financial details securely and at their own pace—giving you valuable data to build tailored retirement and investment plans. Here are a few ways the FQ can enhance your client onboarding:

  • Create a seamless and professional experience for prospects with a secure, web-based questionnaire, instead of traditional PDFs.
  • Collect all necessary information to prepare comprehensive retirement and investment plans required for tools like Nitrogen and MoneyGuidePro.
  • Save time by automatically syncing questionnaire data to your CRM, eliminating manual data entry.
  • Automate communications with built-in email templates and shortcodes to ensure everything is ready before the first or second appointment.

For more information about the FQ, click here to view the help article.

For any questions or assistance with setting up the Financial Questionnaire, please reach out to support@leadcenter.ai.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.