Fact Find Update: Sync Client Changes Back to Your CRM

With Fact Find Update, you can take any new or updated client information and sync it back to your CRM (customer relationship management system). Filenote AI reads your client documents, recordings or notes, compares them with the client's Fact Find (their stored personal and financial details) in your CRM, and shows you every change it finds. You review and approve each change before anything is sent to your CRM.

How to update a client's Fact Find

Step 1: Select Fact Find Update in Magic Studio

Go to Magic Studio (the document generation tool inside the Filenote AI platform). Under Platform Connect, select Fact Find Update.

In the Selected Outputs panel, choose your CRM from the Select Template drop-down, then click Continue.

Step 2: Add your client

Under Client, select the client you want to update, or click Add Client. The client card shows their adviser and Master CRM ID.

To add a Master CRM ID:

1. Go to the Clients tab and search for your client (or click Add Client to create one).
2. Click the edit icon (pencil) next to the client.
3. Enter the client's CRM ID in the Master CRM ID field.
4. Click Save Changes.

Step 3: Connect to your CRM

Under Add supporting context, click Connect platforms.

Populate data fields and check they're correct, click Continue and log in.

Step 4: Add your client information

Give Filenote AI the information to compare against the client's Fact Find. You can use either option, or both:

• Upload client documents or a meeting recording (up to 15 items).
• Type any client changes directly into Additional Instructions.

You'll need to upload at least one file or add instructions before you can continue.

Step 5: Generate your Task

Click Continue, check the details on the Review & Generate screen, then click Generate.

Filenote AI creates a new Task tagged to that client, which you'll find in Tasks. To learn more, see Understanding Tasks.

Step 6: Review the changes found

Open the Task. The Review changes screen compares your information with the client's Fact Find stored in your CRM, and shows how many changes were found and how many need your review.

1. Check each entity. Each person or entity linked to the client (such as a partner or family trust) is listed across the top, with the number of changes found. Click an entity to see its changes.
2. Accept or reject each change. For each field, compare the current value in your CRM with the Update to value. You can edit the Update to value before you accept it.
3. Find and add other information. Use the search box or click All fields to find any other field you want to update.
4. When you're done, click Continue to submit.

Step 7: Submit the changes to your CRM

The Submit screen lists every change you've selected, grouped by client or entity. For each change, you'll see the current value in your CRM, the new value, the source document, and whether it's an updated or new value.

1. Review the changes. To make a correction, click Edit or Back to review.
2. When you're happy, click Connect.
3. Submit your changes.

Related articles

• Understanding Tasks
• Generate Documents in Magic Studio
• Upload Audio Files via Filenote AI Platform