A financial plan is only as good as what you know about the client. But your planning software holds only a fraction of the full picture, so every plan starts a step behind.
In session one of our financial planning series, we'll show how you can use Hazel to:
- See every detail organized to the individual client and household, filed where it belongs
- Trace any fact back to its source: Ask Hazel to find the meeting it came from, the exact words that were said, and the date
- Keep your judgment in the loop, so uncertain details wait for your review
Hazel surfaces the deeper nuance — the details buried in your emails, notes, files and meetings — and organizes it with your CRM to create a single client profile that automatically keeps itself up to date.
It's why a financial plan that once took hours can be built in minutes, by agents that see the whole picture.
Join us on July 28th and stay to the end for a sneak peek at Hazel's new agent, coming soon in August.
