Find out about the best way to sift through your client data in Trail to get the exact client list you're looking for!
As an adviser, knowing your clients and who is in your database can be essential for engaging with them in a timely manner, as well as targeting your provided services to the right clients! 👍
For Example
Clients who are at a certain age and a type of insurance product will become available to them.
Clients who have a mortgage with you but no insurance advice has been given/ they don't have insurances.
Clients who have a specific Kiwisaver product that you can target for further advice.
Knowing how to pull this information from Trail would help you grow as a business, drive better client decisions and where to take your marketing strategies. It will also help with your reporting requirements (e.g. Regulartory Returns) 🎉
In this article you will learn:
What is Advanced Filtering?
Where to Access Advanced Filtering?
How Access relates to Results
Next Steps for Advanced Filtering
What is Advanced Filtering?
Advanced Filtering is putting a set of rules/ conditions to fetch the data in Trail that you want. Like fishing, where you are using a specified net / bait (filters and conditions)🎣 to draw the particular clients you are after.
What can Advanced Filtering be used for?
In Trail, your entire clientbase includes information about your clients':
Contact details, their employment
Loans, policies, investments they have,
Key dates - their the Annual Review date, or Refix dates on mortgages
Advanced Filtering is used to target specific conditions you're looking for about your clients - it's fishing for key data among this 'sea' of information 🌊
Where to Access Advanced Filtering?
Advanced Filter is shown as a "Slider" icon:
It can be accessed from your:
Activities Page
Contacts Page - where you can then narrow down to view by Profile or by Contacts
Products Page - where you can also then narrow down by what type of products.
How Access relates to Results
This is very important: Depending on what page you access Advanced Filtering from, it will also be the format of the results you get.
E.g. If you create and apply an Advanced Filter on the Products page - by Mortgage Products, you will get results with detail about a client's mortgage (loan amount, interest rate, lender etc.). You won't find the same detail if you applied the Filter from the Contacts page.
💡 If you're unsure, you can click the "Change Columns" of the page you're on to check what information is available if you applied an Advanced Filter to the page:
Next Steps