Turn client details into an intelligent profile that powers your financial planning agent

Tuesday, July 28 | 10–10:45 am PT/ 1–1:45 pm ET

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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.

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In session one of our financial planning series, we'll show how you can use Hazel to:

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• 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.

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Join us on July 28th and stay to the end for a sneak peek at Hazel's new agent, coming soon in August.

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