Turn client participation into an adviser action
A sponsored Client Companion connected to the FinanSee Platform. Clients receive an immediate behavioral result; advisers receive only the signal the client explicitly agrees to share.
Pilot availability only. Connected is not a consumer subscription and is not bundled automatically with a Platform plan.
One governed flow, four steps
Connected adds a client participation layer to the operational Platform workflow.
The firm opens a campaign
A scoped, branded invitation is created for an approved client group.
The client completes a pulse
A short client experience explains the purpose and asks for explicit consent.
Only the allowed signal is shared
The client receives an immediate result; the firm receives only the agreed signal.
The adviser takes action
The signal enters the existing priority queue with evidence, follow-up and outcome.
Privacy boundaries are part of the product
Connected is not a back door into the consumer App. The pilot contract defines purpose, scope, retention and the exact signal visible to the firm.
Value for all three participants
For the client
A useful, understandable reflection instead of a data-extraction form.
For the adviser
A consented signal connected to a clear next action and measurable outcome.
For the firm
Completion, coverage and follow-up evidence without exposing private App content.
Connected paid pilot
The pilot is scoped independently from Platform self-serve plans and consumer Premium. Commercial terms follow the agreed client volume, governance and support scope.
Pilot success is measured by
- Client pulse completion
- Consented, operational signals
- Adviser follow-up and recorded outcomes
- Setup time and sponsor willingness to renew