Solution introduction
Leverage advice engagement as a client acquisition strategy
FiN-Path helps drive your prospects towards action with automated presentations
Uninterrupted Advisor-Client Interaction
Enhance client relationships with FiN-Path web app for real-time communication, guiding them towards financial goals effectively.
Insights and Alerts for Actionable Steps
Utilize FiN-Path to extract vital insights and alerts from client financial data, empowering informed decisions and swift actions.
Personalized Video Messaging
Boost client engagement and app downloads with FiN-Path's unique video messaging feature, setting your financial services apart.
Client Presentation Mode
Simplify finance for clients with FiN-Path, helping them understand their journey and recommended strategies effectively.
Comprehensive FiN-Path Reports
Create attractive, informative reports showcasing insights and emphasizing your financial stability contributions to clients.
AI-Driven Data Summaries
Utilize FiN-Path's AI summaries for quick insights into clients' financial status, saving time and effort.
