Wellnex deploys the upload capabilities to ease Financial Advisors to migrate their database to their CRM
With our Upload Members Functionality, Wellnex facilitate the onboarding of Financial Advisor and their clients. Now Financial Advisor can input their leads or clients in 3 clicks!
With this functionality, the Financial Advisor can decide to register his client as a Wellnex Member automatically or to input him in his CRM only for the time being.
Should he choose to make him a member of Wellnex, then the clients or leads will receive a welcome email and invite him to download the Wellnex App with specific credentials.
To create a client in the Wellnex system, it is very easy. We work with a simple spreadsheet - and we need a minimum of information.
The data required are:
A Financial Advisor can upload up to 100 set of data and it will take less than 10 minutes to have all the data uploaded properly.
Wellnex upload functionality has been requested by Financial Advisor for times, and we are glad that it is now available to all our White labels as well.
Digitalising Financial Advisers