Complete the form and one of our FHC Specialists will reach out to you shortly. You'll be shocked how easy the set-up is!
You want to help clients navigate through life’s financial journey by matching your products to their goals and aspirations.
But in-branch transactions are declining, which means there's fewer face-to-face opportunities to probe for client needs. Even though clients are actively looking for advice, it takes a strong connection for clients to share their goals and receive the right product recommendations.
Accessible anywhere online, clients can self-assess key financial indicators through the app in just 90 seconds. Once they’re done, they’ll instantly receive a report of how they’re doing financially and where they stand against their peers.
Even better, your financial institution receives that same report. With every submission, you’ll learn more about your client’s unique hopes, dreams, and aspirations – everything you need to help guide advisory conversations (without even asking!)