Fynancial

Streamline your client and prospect engagement

Advising Communication Tools

Plan and automate communication and tasks.

Schedule Feature Overview

Plan and schedule posts in advance to deliver timely, relevant updates and resources to your clients—right when they need them.

Schedule Posts

Schedule Messages

Schedule Action Items

Keep clients on track with customized reminders delivered as push notifications and displayed on their app homepage for easy access.

Schedule Reminders

Streamline your workflow by scheduling posts, reminders, action items, messages, and events with the Schedule feature.

Your Schedule Feature

Send and receive direct messages with your contacts to stay engaged.

Messages

Your go-to resource for tracking individual updates and content in your contacts' feeds.

Manage Your Contact Feeds

Action Items deliver personalized, actionable tasks straight to your client’s phone.

Assign and Manage Action Items

Manage how you engage with clients through feeds, action items, and messages..

Client Communication Tools

Find answers and get help from Intercom Support and Community Experts

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