ArtrilogicArtrilogic prototype
Artrilogic prototype

ICGFP Review Flow

This is a prototype of what can be achieved for ICG Financial Planning. It gives a visual impression of how the annual client review and new business could run beside Fin365, with automation doing the routine work and your team making every decision.

  • Annual reviews in six stages, each step owned by a person.
  • New business with every enquiry pre-assessed and the next moves ready to send.
  • Teams cards and a response library in ICGFP's own words.
It runs on fictional sample data in your browser. It is not connected to Fin365, Teams or any client information, and nothing you do here is sent anywhere. Figures, fees and wording are illustrative.