Financial Services Planning

Helping your clients to understand their financial situation can be challenging. Often they have no specialist knowledge of finance and sometimes they have complex businesses or relationships that can be difficult to discuss and understand.

MindGenius provides a visually engaging way to:

  • identify client goals, values and objectives
  • capture, structure and document financial data
  • help clients understand their assets, relationships, exposure and any points of concern
  • develop and discuss estate plans encouraging interaction and clarity
  • improve the entire client engagement process


View our short video on using MindGenius in Financial Services:

Or read our article on Using Mind Mapping To Get Paid For Financial Planning Shadow Work  

Download a 30 day free trial of MindGenius today.