Compliance Questions as part of the Customer Centre
in progress
S
Sarah
Merged in a post:
Client Portal / Needs Analysis Questionnaire
J
Justin Callins
Can we incorporate the needs analysis questionnaire within the client portal & web form so that the clients' full set of personal and financial facts plus their responses to the NCCP questions can be auto-populated to Mercury (saving time for the end consumers & members)?
S
Sarah
We're bringing Questionnaires into the Customer Centre!
Casey Stein
Sarah: Hi Sarah, I've had a play with the current iteration of Client Portal. I noticed that at the end of the financial section it goes straight to review and submission and not on to the Questionnaire section. Can we get that fixed so clients don't skip past it?
Also, can we have the email advising the Client Portal is complete, provide a reference to the opportunity or individuals the communication relates too?
Finally, if the client portal is already capturing declared expenses, can we drop the declared expenses from the questionnaire?
S
Sarah
Casey Stein: that's a great pick up - thank you. We'll get that one updated asap.
S
Sarah
in progress
S
Sarah
planned
S
Sarah
under review