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Search results for:Numina
Numina Identified Clients
Explanation of what Numina, Clarity's AI assistant, does to identify clients and how she prioritises them… Explanation of Numina Filtering of Clients Numina, Clarity's AI assistant, will select the best clients… After filtering, Numina will assign a priority level for each client
Numina in Future Numbers
How to use Numina AI in the 'Future Numbers' Screen… It is important to note that you should not use Numina in front of a client during a meeting, Numina… As mentioned above, you should not use Numina in front of a client during a meeting, Numina is here to
Numina in Financial Plan
How to use Numina AI in the 'Financial Plan' Screen… At a click of a button Numina will instantly calculate and create a 12 month Financial Plan based on… Numina will ask you if you would like to create a Financial Plan based on a historical trend (utilising
Numina in Portfolio View
How to use Numina in Portfolio view to identify clients to contact… Numina can help identify clients who based on their numbers would benefit from an advisory meeting and… Numina will first identify 10 clients to contact based on their cash gap and have revenue between 50
Numina in Action Plan
How to use Numina AI in the Action Plan Screen… Numina can assist you within the 'Action Plan' screen in Clarity by creating industry specific actions… Select the 'Numina Sector Specific Template' as seen below to get industry specific actions
Numina in Current Numbers
How to use Numina AI in the 'Current Numbers' Screen… It is important to note that you should not use Numina in front of a client during a meeting, Numina… As mentioned above, you should not use Numina in front of a client during a meeting, Numina is here to
Numina in Industry Specific Templates
How Numina can help you to create and editing industry specific Action Plan Templates, and how to edit these… [Inline Video] As explained in a separate article here, Numina can create industry specific Action Plans… Then press the button called '+Generate Numina Sector Specific Template' This will create a template
Tasks feature within Clarity
Task i.e creating a task for a client or a different team member Tasks can also be generated from Numina… when creating an action plan, learn more on how to use Numina here Read this article here which