Onboarding · Live demo
Client portal setup and first login help
Walks new clients through activating the client portal, setting up two-step verification and signing their first documents, by phone, chat or email.
Talk to Olivia at Quillbrook Wealth Partners
Quillbrook Wealth Partners is made up. Olivia is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
New clients get stuck on expired links and verification codes in their first week, and every stuck login becomes a call to their adviser. The account forms they need to sign sit waiting while they give up.
How it works
- Answers portal setup questions by phone, website chat and email, at any hour
- Checks the client's portal status and resends an expired activation link to the email on file
- Explains the two-step verification options in plain words, and never asks for passwords or codes
- Shows where the documents waiting for signature are, and what each one is
- Hands locked accounts and lost phones to IT support for an identity check
What it connects to
- HelenI'm trying to set up the client portal and the link says it's expired.
- AgentSorry about that, activation links last 72 hours. I can see your accounts opened on Monday, so I've sent a fresh link to the email address we have on file.
- HelenGot it. Now it wants a verification code, but I don't have an authenticator app.
- AgentOn that screen you can choose text message instead. Just enter the code on the page, and please never read it out to me or anyone else.
- HelenI'm in. Where do I sign the account forms?
- AgentGo to Documents, then Awaiting signature. There are two, your advisory agreement and your investment policy statement. Anjali will talk you through the second one at your welcome meeting on Thursday.
Illustrative conversation. Names, numbers and details are made up.
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Want this agent in your business?
Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.
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