Check this guide to understand how Fisco Pro Advisor App works
General Questions
Why Fisco Pro Sales Funnel App to be downloaded?
1. To close more clients with less work. 2.To never let a hot lead go cold again. 3.To automate their sales process and grow faster.
What is Fisco Pro?
Sales Funnel App, automated sales process for financial planners, CFPs and insurance agents
Can I generate leads?
Yes. Fisco Pro Sales Funnel captures leads from whatsapp, facebook, x.com, personal websites and blogs, youtube channels and more
How Fisco Pro Advisor app benefit financial advisors?
Reduce financial planners' workload, get rid of excel sheet and help financial advisors/CFPs focus on their SALES FUNNEL by automating tasks, streamlining client management and converting clients into qualified and paying clients.
Can I use Fisco Pro Advisor Sales Funnel on multiple devices?
Yes. Available in Android and iOS platforms.
How as an Advisor I can connect with my clients?
Fisco provides a Fisco Customer App. You can share the Android and iOS app download referral link from your dashboard.
Can I chat with my clients logged in Fisco Customer App?
Yes. We provided high speed and secured chat system for Advisor and their clients to stay connected always.
What are various financial planning tools available in the app?
1. Family Budget reality check 2. Education and Marriage funding 3. Retirement funding 4. World tour planning 5. Business Analysis and Comparison 6. Property analysis 7. Investment analysis and comparison 8. Break even analysis 9. EMI calculator
Features & Functionality
What are the key features of Fisco Pro Advisor Sales Funnel?
1. Lead Generation & Management 2. Smart Client Management 3. Financial Planning Tools 4. Task and Workflow Automation 5. Communication/Chat system 6. Reporting and Analytics
How does Fisco Pro help with lead generation?
Referral Links, Calendar booking and appointment links, Article creation and share, and Custom blogs
Can my clients see the forecasting done in Fisco Pro App?
Yes. All the forecastings will instantly appear in Fisco Customer App, download link available in Fisco Pro Advisor App
