Question 1

Do we still need a separate scheduling tool?

Accepted Answer

Generally no. Per-advisor booking pages, embeddable schedulers, availability rules and cancellation flows are included, and bookings land on the household record rather than in a calendar you then have to reconcile.

Question 2

How do prospects become clients?

Accepted Answer

They are already one record. Changing the relationship from prospect to client keeps the history, documents, notes and any planning work done during the sales process, so nothing is re-keyed at the moment they sign.

Question 3

What is a prospect financial snapshot?

Accepted Answer

A clear picture of a prospect's financial life produced from a first conversation, so you leave behind something specific to them rather than a brochure. The work carries straight into their plan if they sign.

Question 4

Can we run campaigns off our own segments?

Accepted Answer

Yes. Campaigns draw from the tag taxonomy you define, and automations fire on client and pipeline events, so a stage change or an anniversary can trigger a sequence without anyone building a list.

Question 5

Can landing pages live on our existing website?

Accepted Answer

Yes. Pages, forms, onboarding flows and schedulers all have embed options, so you keep your current site and use FinDash for the surfaces that convert.