Automation makes "workflows"
a thing of the past
Unlock the future of financial advice with workflow automation. Standing out requires more than expertise; it demands forward-thinking approaches and processes—all standard with Finpace.
Finpace is more than just software—it's your strategic compliance partner, ensuring you always stay ahead of regulation.
Automation frees up time, allowing you to focus more on strategy, growth and/or whatever matters most to you.
Enhance your customer satisfaction in an instant by automating, and significantly speeding up, annoying but required tasks.
Financial firms of all sizes use Finpace online and in person to build and maintain relationships.
Get in touch and we’ll help you explore how you can build a custom financial product that’s right for your customers.
Mentzer Group uses Finpace to grow fast
The Mentzer Group is a leading retirement planning firm based in Knoxville, TN providing expertise to clients in or nearing retirement. With automated workflows powered by Finpace, TMG has made it easy for older clientele to adopt and easily navigate technology, giving everyone more of the world's most valuable resource: time.
Challenge
Onboarding new customers is pivotal for a thriving business. Today's clientele expect quick, straightforward onboarding, but many online tools fall short.
Solution
Finpace Workflows offers TMG customers a fast, simple and highly compliant way to hire and secure their future, all while saving TMG weeks of time every year.
Products
"Before Finpace, client onboarding was a clunky 2 hours or more long process. With Finpace, we’ve seen faster growth, less stress in compliance and higher customer satisfaction by making slow, clunky onboarding a thing of the past. 5 minutes max now!"
"Before Finpace, client onboarding was a clunky 2 hours or more long process. With Finpace, we’ve seen faster growth, less stress in compliance and higher customer satisfaction by making slow, clunky onboarding a thing of the past."
"No matter where you are in your financial advisory career, Finpace is a no-brainer for any practice looking to operate online. It will perpetually protect you from avoidable compliance mistakes all while elevating your brand and reputation with clients!"
"We were using several technologies to engage with our clientele but wanted a single solution that made practicing online easier. Our Compliance Attorney said we HAD to use Finpace and we haven't looked back. It’s a favorite for the team and our clients!"
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