SIMY for Financial Planners
Turn each conversation into questions and next steps.
Prepare, follow up and practice out loud.
Bring SIMY into your advisory work.
Organize on the web. Rehearse in the iOS app.
SIMYMeeting follow-up packIllustrative UIREADY FOR YOU
AFTER THE MEETING
Organize preferences and open questions from recordings, meeting notes and policy documents. Bring the next agenda, proposed entries and follow-up message into one set of drafts.
“Organize today’s meeting. Draft the next questions and a thank-you email.”
SIMYMeeting follow-upIllustrative UIFROM YOUR CONVERSATION
Wants to plan for a home and education together.
May be concerned about rising monthly commitments.
Home budget, timing and each partner’s priorities.
FOLLOW-UP DRAFT
Thank you for meeting today. Next time, let’s explore your family’s priorities for buying a home and planning for education.
Please share any conversations you have had with your partner about timing and your monthly budget.
MEETING FOLLOW-UP PACK
Review proposed entries. You decide what to save and send.
Fictional client. Illustrative screens. Review and edit the content before deciding what to save or send.
SPOT SALES RED FLAGS
Drawing on Salesforce’s approach to opportunity management, review an FP consultation through six adapted checks. Bring client concerns and missing information into view before moving to a proposal.
“What are the red flags in this consultation? Show the evidence, what to ask next, and who should act by when.”
SIMYConsultation reviewIllustrative UISATO FAMILY / UNDERSTANDING NEEDS
Red flag: a concern expressed by the client. To confirm: missing or outdated information. Neither means the opportunity is lost.
The client says a higher monthly commitment would be difficult.
The partner who shares the decision is not yet comfortable.
The target date and comparison criteria have not been confirmed.
No further conversation is recorded after the last meeting.
“Follow up later” has no assigned owner or date.
Wants to plan for housing and education together.
PROPOSED NEXT ACTION / ADVISOR REVIEW NEEDED
Owner: assigned FP. Proposed timing: by the day before the next meeting. Confirm the contact and timing with the client before scheduling.
Before progressing: the FP rechecks affordability, family agreement and comparison criteria, and consults a colleague or manager when needed.
Fictional client and illustrative screen. This example supports an advisor’s review; it does not automatically determine close probability or suitability.
Needs, budget, decision-makers and timing adapt the BANT dimensions described by Salesforce. Engagement and next actions add a review of progress. The six checks and examples are tailored here to FP consultations.
BEFORE THE MEETING / iOS VOICE ROLE-PLAY
Use the iOS app to role-play out loud with AI as your client. Practice the order of your questions, how you follow up and how you explain.
Use the warning signs to choose the questions you want to practice.
Practice a conversation with room for the client’s response.
Reflect on useful questions and what to explore next.
TODAY’S PRACTICE
Second child · Considering a new home
“My wife and I decide together, but she isn’t comfortable yet.”
Practice your opening question out loud.
My wife and I decide together, but she isn’t comfortable yet.
What is your partner most concerned about?
Continue the conversation, listening to the client’s response.
PRACTICE REFLECTION
You asked about the concerns of the partner who shares the decision before discussing products.
Check family agreement at the next meeting.
Illustrative iOS screens. Switch views to explore the example.
This page does not record or transmit audio.
LEARN FROM THE TEAM
Before the meeting, draw on similar cases to consider which questions to ask and what you might overlook. Bring experience into the next consultation and keep learning as a team.
“Find a similar case for tomorrow’s meeting. What should I ask first, and what should I watch for?”
SIMYMeeting preparationIllustrative UIQUESTIONS FROM A SIMILAR CASE
What changed most when your child was born?
When would you like to buy a home?
What have you already agreed on as a couple?
Fictional client. Illustrative screens. Team sharing uses approved content with client information removed.
YOUR NEXT CONVERSATION
Start with one meeting summary or one practice conversation.
These illustrative screens explain how the features may be used. Actual screens and available features vary by version, plan and organization settings.
Handle recordings and documents with client consent and in line with your organization’s rules. The responsible advisor checks sources and decides on entries, recommendations and external communications.
Android availability