Liberty InTouch
Free
2.8.1for iPhone
9.9
2 Ratings
Liberty Group Limited
Developer
30.2 MB
Size
Aug 18, 2019
Update Date
Business
Category
4+
Age Rating
Age Rating
Liberty InTouch Screenshots
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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What's New in the Latest Version 2.8.1
Last updated on Aug 18, 2019
Old Versions
Minor improvements and bug fixes.
Show More
Version History
2.8.1
Aug 18, 2019
Minor improvements and bug fixes.
2.8.0
Jul 21, 2019
Adding referrals.
Minor improvements and bug fixes.
Minor improvements and bug fixes.
2.7.0
Apr 1, 2019
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
Nov 25, 2018
Minor bug fixes and styling changes.
2.6.0
Nov 2, 2018
Minor improvements:
- Adding dynamic campaign cards
- Optimising App
- Adding dynamic campaign cards
- Optimising App
2.4.0
Sep 22, 2018
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
Jul 16, 2018
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
Jun 30, 2018
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
Jun 8, 2018
Minor improvements and bug fixes.
2.0.2
Jan 31, 2018
Fixed a bug where passwords was automatically upper case causing log in issues
2.0.0
Dec 6, 2017
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
Nov 3, 2017
Maintenance Release
1.5.2
Oct 19, 2017
Added search functionality.
Bug fixes.
Bug fixes.
1.4.8
Oct 10, 2017
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
Sep 29, 2017
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
Jul 11, 2017
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
Jul 3, 2017
Users will now be able to clearly see if there have been orphans assigned to them
1.2.1
Jun 7, 2017
Improve General Performance
Added Performance Indication screens
Added Performance Indication screens
1.1.3
Apr 25, 2017
Added Home screen with performance stats to the app.
General Performance Improvement and Refactoring.
General Performance Improvement and Refactoring.
1.0.6
Mar 27, 2017
Performance Improvements
1.0.2
Mar 3, 2017
Liberty InTouch FAQ
Click here to learn how to download Liberty InTouch in restricted country or region.
Check the following list to see the minimum requirements of Liberty InTouch.
iPhone
Requires iOS 10.2 or later.
Liberty InTouch supports English
