Client Experience Configuration
Configure, manage, and optimize client experiences across your firm’s platform
8 articles
- ExperiencesCreate and assign client Experiences using Card, Resource, and Featured Resource Templates, with optional Teams and Journeys.
- Card Templates – ExperiencesCreate and manage Card Templates to control which cards appear in a client’s Card Carousel and how they are sequenced.
- Resource Templates – ExperiencesDesigned to create a well-structured resource library for your clients, offering seamless access to essential information.
- Featured Resource Templates – ExperiencesCreate Featured Resource Templates to highlight key resources on a client’s app homepage as part of their assigned Experience.
- Teams + Messaging Configuration – ExperiencesConfigure Teams to control which firm users appear on a client’s My Team page and participate in client message threads.
- Journeys – ExperiencesDeliver a sequence of interactions, including messages, posts, reminders, and tasks, through Journeys to onboard and engage clients over time.
- Manage Resource LibraryUpload, organize, and move Resource Library materials into folders individually or in bulk for easier advisor access.
- Managing Cards, Card Templates, and Card CarouselsPresent essential information and actions in a visually intuitive carousel within your app!