Before launching the app, align internally on how you'll use key features to reflect your brand, your service model, and your communication priorities.
How will you tailor the app experience to different segments of your book?
An Experience brings together a Card Template, Resource Template, and Featured Resource Template. These elements combine to define what each client sees when they log into the app.
Use Experiences to align with your firm’s strategy around:
Client Tiering (e.g., A/B/C clients, or concierge-level access)
Relationship Stage (e.g., onboarding vs. current clients vs. prospects)
Persona (e.g., retirees, business owners, next-gen clients)
Service Models (e.g., planning-focused vs. investment-focused)
✅ Consider these initial Experience builds:
Current clients activating into the app experience
Prospects activating into the app experience
New clients activating into the app experience
💡Tip: You’re not limited to one experience. Mix and match reusable templates to create multiple experiences tailored to your client segments and service models.
Experience Element 1 – Card Templates
What do you want clients to see or do at a glance?
Cards show up in the homepage carousel and can include:
Integrations (e.g., Orion, eMoney, Tamarac, Black Diamond)
Shortcuts (e.g., message my team, refer a friend)
Custom links (e.g., your blog, client portal, or calendar)
✅ Cards we suggest in addition to your firm’s integration Cards:
Custodian Portals
Message My Team/Advisor
Leave a Review
Refer a Friend
💡 Tip: Keep cards concise and purposeful—this is valuable real estate.
Experience Element 2 – Resource Templates
What evergreen content should always be available to clients?
Decide what core documents, links, or media should be included in your Resource Library. Think about:
Newsletters, Blogs, Podcasts, Videos–any content your firm has produced
Schedule links
Common client FAQs or guides
Tools or calculators
Standard firm materials
💡Tip: Libraries are organized by Category and Subcategory to keep them clean and easy to navigate.
Experience Element 3 – Featured Resource Templates
What content do you want to spotlight during key client moments on your App’s homepage?
These can rotate on the client app homepage and can be updated as needed.
Seasonal campaigns
Time-sensitive announcements
Priority resources (e.g., tax prep docs, annual review checklist)
✅ We recommend including either 2 or 4 Featured Resources per Template to maintain a clean, balanced layout on the client’s app homepage.
💡Tip: Featured Resources are your front-page stories. Use them intentionally to create engagement and guide attention. By rotating Featured Resources regularly, you can keep the in-app experience feeling fresh, timely, and relevant.
What’s your ideal welcome experience for a client, a new client, or a prospect?
Campaigns guide contacts through a sequenced set of interactions following their activation in the app. While not bundled directly within Experiences, Campaigns complement them by automating onboarding, education, or milestone workflows tailored to client segments.
How long should the onboarding journey last?
What should be delivered—Posts, Messages, Action Items, Reminders?
✅ Onboarding Campaigns we recommend:
Current clients activating into your App experience
Prospects activating into your App experience
New clients activating into your App experience
Who will manage and support each Experience?
While Teams are not bundled directly within an Experience, they are an essential part of delivering a successful client journey. Assigning dedicated Teams ensures each Experience has clear ownership, accountability, and consistent oversight.
Teams can be organized by roles, expertise, or client segments—for example:
Advisors specializing in specific client tiers or personas
Client service staff focused on onboarding or ongoing suppor
Compliance, tax, or investment specialists managing targeted communications
By linking Teams to Experiences and Campaigns, you streamline internal coordination and improve tracking of client engagement by segment.
How will your clients communicate with your team through the app?
Messaging Configuration controls which team members clients can directly message and whether group messaging among team members is enabled.
Key options include:
Direct Message Permissions
Toggle which team members a client can message—ranging from their primary advisor only, specific team members, or the entire assigned team.
Group Messaging
Enable or disable group conversations between clients and multiple team members to facilitate collaborative communication.
This setup empowers your firm to balance accessibility and control, creating a smooth communication flow that matches your service model.
✅ Your Next Steps
Use this guide to align on your strategy. Once you're clear on how you want to serve each client segment, your admin can begin building—starting with templates, then assembling Experiences and supporting components.
As you move forward, your team will collaborate with Fynancial to complete configuration, test the setup, and prepare for launch. We’re here to ensure your client experience is aligned, polished, and rollout-ready.
Experience Building Workflow
Define the audience for the Experience and their needs
Build the Card Template
Build the Resource Template
Build the Featured Resource Template
Create the Experience that combines these three elements together
Build the Onboarding Campaign tied to the Experience
Build the Team to manage and support the Experience, and set up the Messaging Configuration
✅ Consider these initial Experience builds:
Current clients activating into the app experience
Prospects activating into the app experience
New clients activating into the app experience
💡 10 Example Experiences to Consider
Ongoing Planning Client
Designed for clients in long-term planning relationships—includes access to planning tools, goal tracking, and quarterly updates.
New Client Onboarding
A focused set of resources, tasks, and welcome content to guide clients through their first 30–60 days.
Prospective Client
Light-touch content and limited resources designed to educate and engage leads while maintaining boundaries.
Next-Gen Client
Tailored to younger clients or children of clients—lighter content, financial education, and simple communication tools.
Business Owner Client
Resources and cards specific to tax strategy, succession planning, and cash flow management.
Tax Season Hub
Seasonal experience with Featured Resources and cards focused on prep documents, filing dates, and CPA coordination.
High-Touch Concierge Tier
Premium experience with high visibility shortcuts, exclusive resources, and direct links to personalized support.
Milestone Planning
Created for clients approaching a major life stage (e.g., retirement, college funding, relocation).
Annual Review Experience
Temporarily assigned before and after reviews to surface prep materials, reflection questions, and post-meeting summaries.
Life Stage Experience
Customized for clients navigating major life transitions—such as career changes, marriage, or starting a family—with relevant resources, checklists, and guidance tailored to their current priorities.