Discovery™
Scale Client Data Collection with 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 a visual Asset-Map Report™ 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
Pre-built emails with unique links for a personalized client experience
Dashboard for managing all stages of Discovery completion
Buttons for social media, web, and email signatures
Branded video compliment
Redirect to Custom Questionnaires™, Risk Tolerance, or Digital Calendars
What Professionals Are Saying
“[Discovery] helps me collect the information I need to do my job effectively in a way that also helps my clients see their total picture.”
— Brian V.
“Instead of sending a huge fact-finder to complete, I send Discovery and in 15 minutes I know what questions to ask. Saves us time!”
— Ross R.
“The client onboarding link [Discovery] provides clients and prospects a professional and pleasing interface.
— Andrew T.
