Whether you deal with your clients in person or online, Trail has streamlined all of the key interactions between you and your clients.
Trail is branded to your business, keeping you front of mind with your clients.
Clients can interact with you through Trail from the comfort of their own home, or when they’re on the go through their mobile device.
Trail makes it easy to gather and manage supporting documents online, safely and securely.
Trail makes it easy to assign leads, and track the progress of opportunities assigned your advisers.
Create teams of advisers, assign specific responsibilities to assistants, manage your business and protect your data.
Trail provides reporting across key sales metrics so you can improve your conversion rates.
Get notified of key sales driven events, such as fixed rate reviews, policy anniversaries, or important events such as a client’s birthday.
Control how your advisers deliver advice, so your clients get the right advice every time.
Policy anniversaries & fixed rate reviews are a breeze, with automations designed to save your business time and help you avoid missing important servicing events.
Following the progress of an application or servicing event for a client is made easy with Trail. Logins supplied to your auditing team will make it easy to stay on top of adviser file audits.
Integrations with Gmail & Outlook make it easy to save and access email communication between you and your clients, and store these for compliance purposes.
Data collected from sale of one financial product can easily be leveraged into the advice process for another financial product.
All of the information you receive from a client is stored in a single database. If a client updates their details, your records will automatically be updated, and vice versa.
Trail understands how to keep your data up to date through time, so you’ll never miss an important anniversary event, or opportunity to help a client.
Our two-way integration with Gmail automatically saves all of your emails into the right client profile, keeping you compliant. You can also send key communications through Trail from your connected email address.
Our two-way integration with Outlook automatically saves all of your emails into the right client profile, keeping you compliant. You can also send key communications through Trail from your connected email address.
Automate your marketing efforts to your clients. Easily send monthly newsletters, or create emails to trigger when certain events within Trail occur. The Active Campaign integration takes care of all of your marketing needs.
Automatically pull through information about companies, directors, and shareholders directly into Trail to help advise business clients.
Up to date address and imaging is used to create engaging client processes you can rely on.
Trail integrates directly with your existing website. Speak to one of our implementation specialists for more information.
Mailchimp is a marketing automation platform and an email marketing service. The MailChimp integration will take care of all of your marketing needs.
Trail fits seamlessly into your business's processes to streamline and improve the way you manage your workflows and clients. Our team is dedicated to making our software integrate with you to achieve the best possible outcome.
Manage client product information from a single source of data
Track important metrics across your business
Manage teams of advisers
Set workflows to match your processes
Set and track activities across your business
Track emails within a client’s profile
Receive timely notifications
Access to ongoing software updates & improvements
Tablet & mobile friendly across devices
Secure cloud-based storage
Generate new business online
Branded online mortgage applications
Automated document collection
Easily prepare lending applications
Automate bank servicing calculations
Request and check client documents
Automated UMI & LVR calculations
Produce a personalised online mortgage recommendation
Confirm loan structures online
Easily manage fixed rate reviews
Set up a company-wide, compliant advice process
Gather all information online or in-person
Automatically calculate cover levels
Estimate the cost of insurance cover
Automate the production of a custom Statement of advice
Store important client documentation
Track and store important compliance information