ApproveThis manages your iFactFind Integration approvals.

Two Specialized Tools, One Powerful Connection

Financial advisors using iFactFind already understand the value of organized client data. But what happens after you collect that information? Manual approval processes for new accounts, compliance checks, and service requests create bottlenecks that slow down revenue and frustrate clients. This is where ApproveThis transforms iFactFind from a data repository into an action-oriented growth engine.

Through Zapier integration, these platforms automate the hidden costs of financial services work – the endless email chains, missed SLAs, and compliance gaps that come with manual approvals. We're not just connecting systems; we're bridging the gap between data collection and decision execution.

Why This Integration Works

iFactFind excels at structuring client information through its digital fact-finding process. ApproveThis adds three critical capabilities:

• Decision Automation: Turn completed fact finds into triggers for compliance reviews, manager sign-offs, or cross-team coordination
• External Collaboration: Clients or third-party partners can approve requests via email without needing iFactFind licenses
• Conditional Logic: Auto-approve standard cases while flagging complex scenarios for human review

Real-World Use Cases for Financial Teams

Accelerated Client Onboarding

Consider a wealth management firm where new clients complete a 50-field iFactFind profile. With ApproveThis integrated:

• High-net-worth profiles over $2M automatically route to senior advisors
• Standard accounts get instant approval via predefined thresholds
• Compliance receives annotated PDFs of fact finds needing manual review

Compliance Made Proactive

An insurance agency using iFactFind for policy applications could:

1. Auto-flag applications requiring FINRA review based on investment types
2. Track approval response times to meet regulatory SLAs
3. Maintain immutable audit trails showing who approved what – and why

Implementation That Actually Works

Setting up the integration through Zapier takes under 15 minutes:

Step 1: Create trigger in iFactFind for new/updated clients
Step 2: Map critical data points to ApproveThis fields
Step 3: Configure approval rules based on:
- Asset thresholds
- Risk profiles
- Service tier selections
Step 4: Set escalation paths for overdue approvals

Department-Specific Benefits

Compliance Teams

Automated audit trails replace manual spreadsheet tracking. Approval thresholds ensure junior staff never accidentally greenlight high-risk accounts. Vacation delegation prevents backlog during peak seasons.

Business Development

Advisors get real-time SMS alerts when premium clients complete fact finds. Conditional auto-approvals let top performers fast-track standard cases while maintaining oversight on exceptions.

Executive Leadership

Dashboard visibility into approval cycle times helps identify training opportunities. Calculated fields automatically apply the latest compliance rules without IT involvement.

The Hidden Advantage: Client Experience

While internal efficiency gains are clear, the real differentiator lives in client interactions:

Example: A family office submits complex estate planning documents through iFactFind. ApproveThis automatically:

- Notifies their CPA via email for tax strategy confirmation
- Routes trust documents to internal legal via Slack
- Updates the client portal when all approvals complete
All without the client needing to track down multiple stakeholders.

Beyond Basic Automation

What makes this integration truly powerful is ApproveThis' nuanced control:

Scenario: A client updates their iFactFind risk tolerance from "Conservative" to "Aggressive". The system can:
1. Require re-approval of existing investment strategies
2. Trigger a compliance review if the change exceeds normal thresholds
3. Automatically generate updated proposal documents
All while maintaining a version-controlled audit trail.

Getting Started

Financial firms should prioritize these integration points first:

1. New client account approvals
2. Portfolio rebalancing sign-offs
3. KYC/AML exception handling
4. Third-party vendor agreements

Visit iFactFind's website to understand their latest data collection features, then explore how ApproveThis adds decision automation through Zapier.

The Bottom Line

In financial services, time spent chasing approvals is time not spent growing AUM. The iFactFind/ApproveThis integration turns compliance from a speed bump into a differentiator. Clients get faster responses. Advisors avoid busywork. Managers gain control without micromanagement.

Ready to stop being a document traffic cop? Register for ApproveThis or book a customized demo showing how to automate approvals specific to your firm's iFactFind workflows.