Field Mapper
Finpace’s Field Mapper feature is designed to streamline and automate the process of populating client data across all forms, workflows, and processes.
Overview
By eliminating repetitive manual data entry, the Field Mapper ensures that information is consistently applied wherever needed, enhancing operational efficiency and reducing errors.
Whether you're onboarding new clients, managing existing client relationships, or updating forms, Finpace's Field Mapper ensures data flows seamlessly through every stage of your process without error(s).
Key Features of the Finpace Field Mapper
Automated Data Mapping
The Field Mapper automatically identifies and maps key fields across multiple forms and documents. This means that once a piece of client data is entered, it can be instantly used whenever and wherever it's needed, from contracts to onboarding forms. No need for manual re-entry, saving you valuable time and reducing the chance of errors.
"You know how when you go to the doctor's office, they make you fill out the same form five different ways, every single year? It's incredibly frustrating, right? This feature ensures that your customers never experience that frustration when working with you!" - B. Forrest Tuten, CEO @ Finpace
Consistency Across Workflows
With Finpace’s Field Mapper, data is consistently applied across all workflows. Whether you’re collecting data through an initial client form or updating existing client information, the Field Mapper ensures that the right data is in the right place, across every part of the platform. This guarantees accurate and up-to-date information, eliminating discrepancies.
Seamless Integration with Forms and Documents
The Field Mapper is fully integrated with Finpace’s forms and document automation features. When a client submits data through a form, it is automatically mapped and populated in all relevant documents. This not only speeds up processes but also ensures that all compliance-related forms are accurately filled out without additional manual input.
Benefits of Using Field Mapper
Eliminate Repetitive Data Entry
The Field Mapper saves you from the tedious task of manually entering the same data into multiple forms and systems. Once data is entered, it’s available wherever it’s needed, cutting down on redundancies and freeing up time for more valuable tasks.
Reduce Errors and Improve Accuracy
Manually entering data into multiple forms increases the risk of errors, which can cause delays and compliance issues. With Field Mapper, data is entered once and applied across the board, significantly reducing the potential for mistakes.
Improve Operational Efficiency
By automating the data mapping process, Field Mapper increases your team’s efficiency. You can onboard new clients faster, update information in real-time, and ensure that everything from compliance forms to client agreements is accurate and up to date.
Using the Field Mapper in Finpace
Finpace’s Field Mapper is simple to use and fully integrated into the platform’s other features, making it a seamless part of your workflow.
1. Set Up Data Fields
To get started, navigate to the Finpace > Integrations > Field Mapper section within your Finpace account. Here, you can set up specific fields that need to be mapped across your forms and workflows. Customize these fields according to your business’s specific needs.
2. Automate Data Mapping
Once your fields are set up, Field Mapper automatically maps data to those fields whenever new information is entered. Whether it’s through a client form or manual data entry, the data will be available wherever needed.
3. Ensure Consistent Data Flow
As clients update their information, the Field Mapper will ensure that changes are reflected across all relevant documents, integrations and workflows. This guarantees consistency and ensures that everyone has access to the most accurate, up-to-date information.
Best Practices for Using Field Mapper
To make the most of Finpace’s Field Mapper feature, consider these best practices:
Keep Data Fields Organized
Set up your data fields in a way that makes sense for your business. Organize fields based on client needs, services, or document types to ensure that information is applied correctly across the board.
Automate Updates
Take full advantage of the automation capabilities of the Field Mapper. Whenever possible, use automated workflows to ensure that client data is always up-to-date and accurately reflected in your documents and processes.
Review and Optimize Mapped Fields
Periodically review your mapped fields to ensure they are still relevant and accurately capturing the information you need. Optimize and adjust fields as necessary to keep your workflows efficient.
Field Mapper API Legend
Customer Identity Fields
Customer Contact Fields
Team Fields
Suitability Fields
Financial Fields
Employment Fields
Conclusion
Finpace’s Field Mapper is an essential tool for any financial advisor or firm looking to streamline data collection and management.
By automating the mapping of client data across all forms and processes, Field Mapper eliminates redundant tasks, reduces the risk of errors, and ensures your workflows run smoothly and efficiently. Whether you’re onboarding new clients or updating client profiles, Finpace’s Field Mapper ensures that your data is accurate, consistent, and always where you need it.
FAQs
The Field Mapper allows you to automatically map and populate data fields across all forms and processes. Once client data is collected, it’s instantly applied to relevant forms, agreements, and workflows, reducing manual entry and ensuring consistency throughout.
By mapping fields automatically, the Field Mapper eliminates repetitive data entry, ensuring that all required information is instantly populated across multiple forms and documents. This significantly speeds up processes like onboarding and compliance.
Yes, the Field Mapper is fully customizable. You can set up the specific fields that need to be mapped and ensure they’re applied accurately to the forms and documents relevant to your client’s unique processes.
Yes, the Field Mapper is fully customizable. You can set up the specific fields that need to be mapped and ensure they’re applied accurately to the forms and documents relevant to your client’s unique processes.
