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Enhancing Client Engagement with JustFA’s Communication Tools

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Seamless Communication with JustFA

Effective communication is key to building strong client relationships. With JustFA, advisers can connect with clients instantly—via chat, audio, or video calls—all within a secure, compliance-ready environment.

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Instant Messaging & Document Sharing

From the back office, advisers can view their client list and see which clients are online. With JustFA’s built-in chat function, advisers can:
📌 Start an instant message, just like any online chat
📌 Exchange documents securely by attaching files to messages
📌 Keep all communication within a fully integrated system

This allows advisers to respond to client queries quickly, eliminating the need for external messaging apps or lengthy email exchanges.

Built-In Audio & Video Calls

With JustFA, advisers can initiate audio or video calls directly from the platform. Every call is automatically recorded and stored in the client’s file for compliance and future reference.

During the call, advisers can:
✔ View all client details, including fact-find and risk profiling
✔ Access financial goals and investment valuations in real time
✔ Provide guidance without switching between multiple systems

This integrated approach ensures a seamless and efficient client experience while keeping all communications in one secure location.

Screen-Sharing for Guided Support

JustFA takes client engagement one step further with screen-sharing capabilities. During video calls, clients can share their screens, allowing advisers to:
See exactly what the client sees within the JustFA Client Portal
Guide them through key sections, such as documents, reports, or investment options
Highlight relevant tabs and buttons, making navigation easier

This feature is especially useful for onboarding new clients, reviewing financial plans, or troubleshooting any questions they might have.

Why JustFA’s Communication Tools Stand Out

🔹 Fully integrated – No need for third-party apps—everything happens within JustFA
🔹 Compliance-ready – All conversations and file exchanges are securely recorded
🔹 Real-time engagement – Connect with clients instantly for a more interactive experience
🔹 Enhanced client support – Guide clients step by step with screen-sharing

With JustFA, advisers can stay connected, streamline communication, and enhance client relationships—without ever leaving the platform.

🚀 Ready to see JustFA’s communication tools in action?  

Book a Discovery Call with our team to explore how JustFA can transform your client engagement.

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