Fynancial

Structured 6–8 week onboarding with clear roles, CRM cleanup, training, and phased client launch for strong adoption.

Onboarding FAQ

Your command center for firm-wide visibility. Track activity, manage contacts, and keep everything running smoothly.

Your Admin Dashboard

Set your firm’s strategy for delivering a cohesive, high-impact client experience.

Experience Decision-Making Guide

Learn how to bring clients into your Back Office, assign tailored Experiences, and launch your app to drive engagement with Campaigns and resources

Bring Clients + Prospects Onboard

Admin Onboarding

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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