Fynancial

Understand how clients, prospects, and leads onboard and interact with the platform

The Client Experience

Sync and import contacts from your CRM to keep client data up to date and seamlessly integrated with your firm's platform.

Sync, Import, and Update Contacts From Your CRM

Seamlessly connect with clients and integrate them into your firm’s app experience

Invite Clients into Your Firm's App Experience

Track the stage or relationship with each contact.

Contact Status Types

Sync and Import Client Integration IDs from your CRM

Bringing Contacts Into the Platform: Onboarding Clients, Prospects, and Leads

Client Onboarding

Understand what your clients see in their in-app experience.

Your Client's App Experience Overview

Stay out of the inbox—push notifications keep client communication focused, timely, and inside the app experience.

Client Push Notifications - Timing, Triggers, and Other Alerts

See what your clients see and how they engage with the platform

Your Client's App Experience

Find answers and get help from Intercom Support and Community Experts

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