iFactFind SMS Integration

Yes - Mobile Message does integrate with iFactFind!

Integrating iFactFind with Mobile Message can streamline communication for financial advisers and their clients. Advisers can send appointment reminders, follow-ups, or important updates via SMS, ensuring that clients feel informed and engaged with their financial planning process. This immediate line of communication helps maintain a strong client relationship and reduces the chances of missed meetings.

By using Mobile Message, advisers can also automate SMS alerts for completed submissions through iFactFind. This feature encourages clients to complete their fact find more efficiently by promptly informing them of the next steps or additional required information. Keeping clients in the loop speeds up the data collection process, allowing advisers to focus on analysis and providing tailored advice.

This integration can significantly improve the onboarding experience for new clients in Australia. By combining iFactFind’s digital data collection platform with Mobile Message’s real-time notifications, advisers can ensure clients are fully engaged and oriented, resulting in a smoother transition into financial services. Efficient communication fosters trust and satisfaction, essential for long-term client retention.