LifeSite for Salesforce
Collaboratively engage with and manage your client’s most important info
Overview
Deepen your relationship with your clients. The LifeSite solution redefines the way advisors engage with clients by empowering individuals and families to take a more active role in the management of their own wealth, estate, and well-being.
DEEPEN ENGAGEMENT: Clients are guided through information and file entry into categories like personal, online accounts, finance, and medical, giving you the opportunity to engage with your clients in all aspects of their lives.
CONNECT IN A NEW WAY: Interact with clients using the types of modern digital tools they’re familiar with. LifeSite is available on web, mobile, and Amazon Alexa-enabled devices giving your clients anytime, anywhere access to their information.
GENERATIONAL CLIENTS: Connect with clients by understanding how emotions and family inform their relationships. LifeSite promotes collaboration with both advisors and across multiple generations.
- Comprehensive Checklists: Ease the pain of client data entry with goal-based workflows that prompts your client for information related to life and advisory objectives and events. - Ultra-Secure Storage. LifeSite combines secure file access and controlled, permission-based sharing for all fields, categories, folders and documents with high-level military-grade encryption and security technology. - Pre-organized Categories: Dozens of intuitive categories means your client’s information is stored where it makes sense. Spend less time searching and more time working. - Advisor Dashboard: Activity feed that monitors changes, access, and sharing of information, files, and checklists, giving you valuable opportunities to discover and discuss changes to your client’s personal and family situation. - Real-Time Messaging: LifeSite’s platform lets you and your client communicate important changes or necessary actions for documents through encrypted messages or automatic notifications. - Anytime, Anywhere Access: LifeSite is accessible via web, mobile, and Amazon Alexa-enabled devices, allowing clients to read, store, scan and edit their files and information wherever they go.
Categories
- Business Needs
- Productivity
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package