The benefits of Arken Acquire
A Digital Fact Find
How does it work?
Arken Acquire can sit on your website or you can send a link to your clients. It works on a tablet or phone, so it can even be used in reception areas for clients to complete immediately prior to the interview.
The design of Arken Acquire was compiled following research into the appetite of prospective clients to fill in detailed fact finds prior to the interview. It captures the information on the client, their dependants, pets, business interests, and other assets and liabilities but remains short and precise to maximise completion rates.
Customised to your brand through your own provisioning tool, you can alter the text, key colours, and contact information.
When the information is completed, the client is automatically created in the Client Manager of Arken Professional and the remaining data can be imported into the Will document when you start drafting. To further assist, the answers change the Will questionnaire and make certain fields mandatory to prompt your questioning of the client based on their answers. For example, if they say they own or have a share in a business, business interests will be ticked in important matters and business executors, business property relief trusts and gifting of business interests will be available throughout the questionnaire.