The iFactFind Pre-Meeting Questionnaire, also known as the Mini Fact Find, is an essential tool designed to streamline the initial interaction with prospective clients. This questionnaire is intended to be sent out before the first meeting, allowing clients to provide preliminary information that will facilitate a meaningful discussion.

Clients have the flexibility to complete the questionnaire on their preferred device—be it a phone, tablet, or desktop—thanks to the option to send the questionnaire link via SMS. The collected information is precisely enough to ensure the first meeting is both efficient and insightful.

To further enhance the client's first digital experience, iFactFind integrates with scheduling tools like Calendly, Microsoft Bookings, and Google Calendar. This integration allows clients to conveniently book their initial meetings directly with the adviser, streamlining the process and enhancing client engagement.

A scoping tool is also included in the Pre-Meeting setup to assist advisers in identifying and understanding the potential areas of advice required by the client, ensuring that the first meeting is as productive as possible.

Additionally, a secure document vault is provided, enabling prospective clients to upload any relevant documents beforehand. This feature not only saves time during the initial consultation but also contributes to a more comprehensive understanding of the client's needs.

The data captured through the Pre-Meeting Questionnaire seamlessly integrates into the Fact Find module and is ready to be synced with integrated partner platforms at the click of a button, thus eliminating the need for double data entry. This setup streamlines the data management process, ensuring efficiency and accuracy.

As part of the workflow, iFactFind also enables the sending of a Financial Services Guide (FSG) and Privacy Policy. Following this, the system prompts clients for their consents, ensuring that all interactions comply with regulatory requirements. This comprehensive setup not only facilitates a streamlined data management process but also reinforces compliance at every step, making it an indispensable tool for financial advisers.