TrigoldCrystal CRM: Fact Finding PDF Print E-mail

Full data capture and easy navigation

The Fact Find consists of individual pages, specific to a topic within the fact find process, such as ‘Employment & Income’ or ‘Current Mortgage’. During the fact finding conversation with the client, the Adviser navigates through these pages, using them to prompt for information and then recording the client’s responses. The sections are displayed dependant upon what product areas are being discussed. This means that the Fact Find intelligently removes sections which are not necessary and makes the data entry process very slick for both Advisers and review quicker for Case Checkers. The Adviser can either visit the pages in the sequence given, or alternatively can navigate directly to any specific page out of sequence, depending upon how the conversation with the client proceeds. The Adviser is allowed to jump forward or jump back to review pages that had already been completed.

Intelligent Validation - fact find conducted how the adviser wishes
The Validation within Momentum is very powerful allowing the User to only enter required information for the required areas of the sales process in a compliant manner. Some of the fields in the Fact Find pages are mandatory if conducting an advised sales process, which means that meaningful illustrations cannot be provided for the client until these fields, have been completed. Momentum, however, does not force the Adviser to enter data into these fields immediately. If preferred, the mandatory fields can be temporarily left blank – but the Adviser must return to complete them before an illustration can be provided. Mandatory fields are highlighted with a yellow background.


Momentum’s Fact Find has been designed with the User in mind. This is evidenced by the ease of navigation throughout the sections and the validation that is in place to ensure certain ‘mandatory’ information is captured for sourcing or applications. Mandatory information can be completed purely online enabling the user to access sourcing quickly if required.