Tips and tricks
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6 min
Tips & Tricks: 5 Ways to Get More Out of Your Client App
Your branded client app isn’t just for valuations. Here are 5 simple tips to get the most out of it, boosting engagement and saving you time.
1. Use Smart Notifications for “moments that matter”
Don’t just notify clients about reports, add birthday and milestone alerts. These small touches make clients feel valued and strengthen relationships.
2. Share documents directly in-app
Skip email clutter. Upload fact finds, policy docs, or performance updates straight into the app so clients always know where to find them.
3. Automate your compliance reminders
Use the Compliance Tracker to auto-generate tasks for suitability reviews and KYC renewals. It keeps your firm ahead of deadlines without manual chasing.
4. Personalise your dashboard
Customise what you show first, valuations, insights, or recent updates. It keeps the focus on what matters most to your clients.
5. Encourage regular logins
Remind clients to check the app before reviews or quarterly meetings. When they’re familiar with it, conversations become more efficient and informed.
The bottom line
Your client app is more than a portal, it’s a tool to showcase professionalism, save time, and create stronger client relationships. These quick tricks help you unlock its full potential.
