Workflow Best Practices in Financial Cents

In this Webinar, you learn how to maximize the workflow features in Financial Cents to effectively delegate client work, ensure consistent client deliverables, and scale your firm.

Highlights:

• All the features within Financial Cents that help you effectively delegate client work, ensure consistent client deliverables, and scale your firm
• The workflow dashboard
• How to use workflow filters
• How to use saved views
• How to customize and export dashboards
• How to create checklist templates in Financial Cents
• How to use tag automators
• How task dependencies work
• Client vault and how to safeguard client information
• How the email integration works to streamline client communication
• How notifications work and how to maximize them

Timestamps:

• 0:01 Introduction
• 2:38 Why this is important
• 5:38 The Workflow Dashboard
• 6:09 Workflow Filters
• 13:30 Save Views
• 15:04 Customize Dashboard
• 16:03 Export Dashboard
• 20:57 Workflow Walkthrough
• 25:05 Workflow Checklists
• 26:49 Client Vault
• 28:31 Client Tasks
• 33:04 Q&A
• 52:07 Email integration
• 57:00 Conclusion