Liberty InTouch
無料
2.8.1for iPhone
9.9
2 Ratings
Liberty Group Limited
Developer
30.2MB
Size
2019年08月18日
Update Date
Business
Category
4+
Age Rating
Age Rating
Liberty InTouch スクリーンショット
About Liberty InTouch
****PLEASE NOTE THAT THIS APPLICATION IS FOR USE BY REGISTERED AUTHORISED LIBERTY FINANCIAL ADVISERS OR BROKERS ONLY****
Liberty InTouch allows the financial adviser or broker to engage with existing Liberty clients by providing them with the opportunity to hold meaningful conversations by providing them with maximum insight quickly and easily.
_____________
Direct.
Liberty opportunities are sent straight to a smartphone in real-time.
_____________
Qualified.
Client profile information that is filtered, enriched, and easily accessible from the palm of your hand.
_____________
Smart.
Our data engine suggests the next best product to buy, as well as your client’s propensity to be interested.
_____________
Streamlined.
You will be able to manage your Liberty business seamlessly, increase your productivity, and boost sales.
Liberty InTouch allows the financial adviser or broker to engage with existing Liberty clients by providing them with the opportunity to hold meaningful conversations by providing them with maximum insight quickly and easily.
_____________
Direct.
Liberty opportunities are sent straight to a smartphone in real-time.
_____________
Qualified.
Client profile information that is filtered, enriched, and easily accessible from the palm of your hand.
_____________
Smart.
Our data engine suggests the next best product to buy, as well as your client’s propensity to be interested.
_____________
Streamlined.
You will be able to manage your Liberty business seamlessly, increase your productivity, and boost sales.
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最新バージョン 2.8.1 の更新情報
Last updated on 2019年08月18日
旧バージョン
Minor improvements and bug fixes.
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Version History
2.8.1
2019年08月18日
Minor improvements and bug fixes.
2.8.0
2019年07月21日
Adding referrals.
Minor improvements and bug fixes.
Minor improvements and bug fixes.
2.7.0
2019年04月01日
Combining categories to provide a single view of a client for the adviser.
Simplified the client management flow with additional journey management for specific meetings and outcomes.
Bug fixes.
Simplified the client management flow with additional journey management for specific meetings and outcomes.
Bug fixes.
2.6.2
2018年11月25日
Minor bug fixes and styling changes.
2.6.0
2018年11月02日
Minor improvements:
- Adding dynamic campaign cards
- Optimising App
- Adding dynamic campaign cards
- Optimising App
2.4.0
2018年09月22日
Minor improvements:
- Added version number to the login screen.
- Improvements for new leads take on.
- Added version number to the login screen.
- Improvements for new leads take on.
2.3.0
2018年07月16日
Minor improvements and bug fixes:
- Fixed bug with campaign filtering.
- Improvements for new leads take on.
- Fixed bug with campaign filtering.
- Improvements for new leads take on.
2.2.0
2018年06月30日
Minor improvements and bug fixes:
- Fixed bug when declining opportunity
- Fixed bug when reassigning opportunity.
- Fixed bug when declining opportunity
- Fixed bug when reassigning opportunity.
2.1.0
2018年06月08日
Minor improvements and bug fixes.
2.0.2
2018年01月31日
Fixed a bug where passwords was automatically upper case causing log in issues
2.0.0
2017年12月06日
What's New:
- Campaigns
- Campaign filtering
- New Lead categories
- Lead category filtering
- ID number added to client information
- UI enhancements
- Bug fixes
- Campaigns
- Campaign filtering
- New Lead categories
- Lead category filtering
- ID number added to client information
- UI enhancements
- Bug fixes
1.5.8
2017年11月03日
Maintenance Release
1.5.2
2017年10月19日
Added search functionality.
Bug fixes.
Bug fixes.
1.4.8
2017年10月10日
New features:
Brand new leads category added!
Receive new leads
See basic details
View the lead source
View the clients inquiry
Reassign to a branch manager
Add email and sms templates for leads
Client connect has a new “learn more” screen
Bug fixes:
App crashes when user clicks on NEW opportunities
Correctly block new opportunities when 15 in progress is full
Push notifications fixed
Does not allow the user to sign in if the UACF ID has a space in it
Device token not set issue fixed on IOS
Contact attempts fixed
Brand new leads category added!
Receive new leads
See basic details
View the lead source
View the clients inquiry
Reassign to a branch manager
Add email and sms templates for leads
Client connect has a new “learn more” screen
Bug fixes:
App crashes when user clicks on NEW opportunities
Correctly block new opportunities when 15 in progress is full
Push notifications fixed
Does not allow the user to sign in if the UACF ID has a space in it
Device token not set issue fixed on IOS
Contact attempts fixed
1.3.7
2017年09月29日
New features:
Brand new leads category added!
Receive new leads
See basic details
View the lead source
View the clients inquiry
Reassign to a branch manager
Add email and sms templates for leads
Client connect has a new “learn more” screen
Bug fixes:
App crashes when user clicks on NEW opportunities
Correctly block new opportunities when 15 in progress is full
Push notifications fixed
Does not allow the user to sign in if the UACF ID has a space in it
Device token not set issue fixed on IOS
Contact attempts fixed
Brand new leads category added!
Receive new leads
See basic details
View the lead source
View the clients inquiry
Reassign to a branch manager
Add email and sms templates for leads
Client connect has a new “learn more” screen
Bug fixes:
App crashes when user clicks on NEW opportunities
Correctly block new opportunities when 15 in progress is full
Push notifications fixed
Does not allow the user to sign in if the UACF ID has a space in it
Device token not set issue fixed on IOS
Contact attempts fixed
1.3.6
2017年07月11日
Addressed issue related to client connect functionality.
Fixed scenario where viewing a new opportunity crashes the app.
Fixed scenario where viewing a new opportunity crashes the app.
1.3.1
2017年07月03日
Users will now be able to clearly see if there have been orphans assigned to them
1.2.1
2017年06月07日
Improve General Performance
Added Performance Indication screens
Added Performance Indication screens
1.1.3
2017年04月25日
Added Home screen with performance stats to the app.
General Performance Improvement and Refactoring.
General Performance Improvement and Refactoring.
1.0.6
2017年03月27日
Performance Improvements
1.0.2
2017年03月03日
Liberty InTouch FAQ
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iPhone
iOS 10.2以降が必要です。
Liberty InTouchは次の言語がサポートされています。 英語
