Never Let Another Client Slip Through the Cracks

A Notification-Driven Dashboard

Did you know that top advisors never forget a client birthday? Did you know that the number one complaint financial advisors have is losing track of the most important aspects of their day?

The Finaeo dashboard keeps the most important aspects of your day up front and centre. From birthdays, to notifications, to the analytics you need, you’ll always have actionable information when logging onto the platform.

A Visual Task Design Keeps You From Slipping

Did you know that 88% of insurance advisors fail to re-engage with their clients six months after the sale? Did you know that most advisors admit to forgetting at least one important task every month?

By adopting a visual task manager, Finaeo makes sure that you always can keep track of what’s coming up and when. Staying organized has never been easier!

An Organized Pipeline Keeps You On Point

Did you know that 91% of financial advisors let a conversion opportunity slip in the last year? And that almost every advisor surveyed admitted to letting at least one policy opportunity go stagnant in the last six months?

Finaeo’s pipeline system keeps you on top of all those important opportunities. Our automation engine makes sure that if we see an opportunity going stagnant in your pipeline, we will automatically ping you to let you know.