Firm & Team Overview
Capture context so we can tailor Fin‑Tegration to your practice.
Step 2 • Discovery
Current State
How You Run Client Meetings Today
Walk through your current prep → meeting → follow-up process.
Describe Your Workflow
Prep: How do you prepare? Who does what? What tools do you open?
During Meeting: How do you capture notes and commitmments?
Post‑Meeting: How do tasks and follow‑ups get created?
Pain Points & Bottlenecks
If you could wave a magic wand...
Existing Systems & Integration Needs
Map Fin‑Tegration to the tools you already rely on.
Step 4 • Outcomes
Priorities
Outcomes & Pain Points to Solve
Rank the outcomes that matter most for your firm.
| Priority Area | Category | Impact |
|---|---|---|
| Reduce time spent on client meeting prep | Efficiency | |
| Make follow‑up tasks and CRM notes consistent across advisors | Client Experience / Consistency | |
| Improve documentation and audit trail of client meetings | Compliance / Risk | |
| Increase capacity for growth without adding staff | Efficiency / Scale | |
| Create a more consistent, modern client meeting experience | Client Experience | |
| Custom |
Step 5 • Next Steps
Action Plan
Decision & Next Steps (From Your Side)
How you buy and what you want to explore.