Discovery™
Discovery data collection from Asset-Map empowers financial professionals to streamline the fact-finding process by collecting what’s in their clients’ heads and transferring it into visuals in the Asset-Map platform in minutes, not hours (or days).
How can I engage inbound interest?
Easy data collection can be the difference between meaningful early conversations and never starting the conversation. Use inbound and outbound Discovery customer links, QR codes, and website buttons to launch with clients.
Will I get notified when it’s completed?
As a professional advisor, you will always know where your prospects are in the onboarding and fact-finding process. You can easily configure settings to receive notifications at different stages within the Asset-Map platform or via email.
Is it easy for clients?
Asset-Map Discovery easily collects high-level facts on the people, entities, and household financials that are top-of-mind for clients. By eliminating account numbers, PII, and/or holdings, clients can easily share their financial information in minutes.
Additional Discovery Features:
- White-label branding for all team users
- Custom QR code for each professional subscriber
- Dashboard for managing all stages of Discovery completion
- Pre-built emails with unique links for a personalized client experience
- Buttons for social media, web, and email signatures
- Branded video compliment
- Redirect to Custom Questionnaires™, Risk Tolerance, or Digital Calendars
TOP 10 USE CASES
1. New prospect screening
6. Planning engagements for corps.
2. Client review preparation
7. Social media engagement
3. Fact-finding alternative
8. Website lead magnets
4. Benefit enrollments
9. Call-to-actions
5. Client onboarding
10. Engage under-served clients
12
Minutes
Average time to
complete Discovery
complete Discovery
48.3%
Completion
Ratio of Discoveries completed
to initiated
to initiated
$35.7
Billion
Household finances collected in 2022
using Discovery
using Discovery