TouchPoint - Workflows

Have you or your colleagues ever tried to map out your advice process? Want to set up your financial planning / CRM software threads and workflow features but feel daunted by the thinking and work involved in mapping the 7 key workflows needed to run a financial planning or life risk advice practice.

  • TouchPoint Workflow 1 - First Meeting
  • TouchPoint Workflow 2 - SoA Preparation
  • TouchPoint Workflow 3 - App Implementation
  • TouchPoint Workflow 4 - Client Review
  • TouchPoint Workflow 5 - Claims Assistance Process