Fynancial

Understand User Types, Contact Types, and Contact Statuses.

User Types

Contact Summary Page

Your starting point for managing client relationships, experiences, and engagement.

Manage Contacts

Reset Your Contact's Password

Update your password anytime using your current password, SMS one-time password, or email one-time password for secure access.

Password Management

Manage users, organize resources, and leverage tools for better efficiency

Platform Logistics

Generate detailed reports on contact associations to track engagement, streamline communication, and enhance client relationship management.

Contact Association Report

Advisor Template Assignment Report

Track vendor integration status, identify missing connections, and export reports to streamline vendor ID management.

Vendor Report

Track and export client experience assignments across advisors using filters to confirm every contact has the right experience in place.

Advisor Experience Report

See which teams each User (Advisor, CSA, Team Member) is assigned to and how many contacts are their primary responsibility.

Team Assignment Report

Easily track and analyze essential metrics

Reports

Tags help you organize and segment your contacts for easier communication and scheduling.

Manage Tags

Send custom notifications, manage tags, and set default reminders for streamlined client management.

Tools

Find answers and get help from Intercom Support and Community Experts

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