If you have linked Aveni Assist with your CRM (Xplan or Inteliflo), you will be able to access the clients profile in Aveni Assist.
How do you search for a client?
There are two methods of searching for a client. You can use the client search field in the top right of the meetings area, or alternatively, you can access the area tab and use the search field in here. Instructions for both of these methods have been listed below:
Searching for clients from the Meetings area
Click on the search bar in the top right corner
Start typing the client's name
Select the client from the drop-down list
This will bring you into the client profile
Searching for clients from the Clients area
Click the Clients tab
Click the search bar in the centre of the screen
Start typing the client's name
Select the client from the drop-down list
This will bring you into the client profile
What information about the client can be viewed in Aveni Assist?
Profile
The profile tab is a summary of the most important information about the client.
This tab is split into 4 sections:
Profile
This section contains the client's personal information. This information is pulled directly from the client's record in the CRM:
Name
Preferred Name
Client CRM ID
Date of Birth
Marital Status
Joint Client
Email
Phone
Vulnerability
Current Position
This section contains the client's current financial position. This information is pulled directly from the client's record in the CRM:
Assets
Income
Expenditure
Investment
Retirement
Protection
Liabilities
Goals
Upcoming Meeting
This section will display your next upcoming meeting. You can click the View Meeting button to access the meeting summary for that meeting.
Your Previous Meeting
This section will display your most recent previous meeting. You can click the View Meeting button to access the meeting summary for that meeting.
Meetings
The meetings tab is a record of all upcoming and previous meetings with this client. You can click the View Meeting button to access the meeting summary for that meeting.
Reports
The reports tab is a record of all 'In Progress.' and 'Completed' reports associated with that client.
Pre-Meeting Brief
The pre-meeting brief tab can be used to help Advisers prepare for upcoming meetings. This tab is split into three sections:
Summary
The Summary section aims to help users familiarise themselves with the client's key information, which will be displayed in bullet points.
Users can copy this information via the Copy button in the top right corner of the section.
This could then be pasted into a word document, allowing a user to print off a physical copy, which may be helpful to refer to during a face to face client meeting.
Key Points to Discuss
The Key points to Discuss section provides users with a list of key discussion points that could be discussed during an upcoming meeting.
Users may wish to edit this via the Edit button, or copy this information via the Copy button, both found in the top right corner of the section.
This information could then be pasted into a word document, allowing a user to print off a physical copy, which may work as an agenda or checklist during a face to face client meeting.
The Email section provides users with the body of an email to be sent to a client ahead of an upcoming meeting. It will generally list the key discussion points for the meeting based on the Key Points to Discuss section.
Users can edit the content of the email section via the Edit button, or copy this content via the Copy button, both found in the top right corner of the section.
This could then be pasted into an email, before being sent to the client.
It is not possible to send this email directly from Aveni Assist, so you will need to copy and paste this content to email the client.