Used by leading wealth managers, optimize your client discovery and financial planning processes with Mind Maps in Ayoa.
Famed for its ability to boost productivity, creativity, and memory, a Mind Map is a visual thinking tool used to capture information and ideas. Created by industry leaders, Ayoa helps financial advisors to facilitate effective client discovery and financial planning with simple and professional Mind Mapping.
Allowing you to illustrate your financial knowledge and easily gather client information, using Mind Mapping in these processes will also help you to differentiate yourself from other financial advisors.
Traditional client discovery is a thing of the past. Discover exciting, effective and engaging client discovery using Mind Mapping in Ayoa.
Provide your client with your plan of action to achieve their financial goals. They’ll be able to refer back to your plan, keeping them engaged and reassured.
As well as being able to communicate via Ayoa’s instant messaging tool, clients can access their financial plan between sessions. They can even comment and leave questions on specific elements, so there’s no need to wait until the next session.
Invite clients and team members to Mind Maps and Task Boards (it’s free!) and collaborate at the same time. Virtual or in-person, you’ll achieve ultra-productive sessions every time, as well as shared understanding of actions and progress.
With shared access to tasks and the Progress Indicator, both you and your client will be able to track progress. By keeping on top of actions and goals, you’ll be well equipped for the next session and be able to retain strong client relationships.
By eliminating the hurdles, Ayoa provided the team with a complete oversight of the entire business and the processes within it. Ayoa is now a vital part of our day-to-day operations.
Create your own tailored client discovery template and there will be no need to start from scratch for each session.
Follow up on activity levels post-session and retain a strong virtual relationship with clients, so you’re well prepared for the next session.
Business and client data is always secure with SSL Encryption, SSO, PCI Compliance; hosted on AWS. Visit ayoa.com/security for more.
No need to travel! Communicate with clients virtually, making your business more economical and open to a larger client-base.
Work on Tasks and Mind Maps with your client at the same time to ensure mutual understanding and ultra-productive sessions.
Not sure how to get started? Our friendly support team will help you get set up so you can hit the ground running.
We offer a number of pricing plans, so you can save money and pay in the way that suits you best.
If you would like further information on how Ayoa can be used as part of your wealth management business, or if you have any questions regarding the software, please fill in our contact form below and our customer support team will be happy to help answer any queries you may have.