Looking for support? Go to the Client Voices Support site.
Client Voices is a client management tool powered by FinCap, built for financial mentors. It offers financial mentors a user-friendly client management system equipped with essential budgeting tools to support clients in their journey to build financial capability. It simplifies the process of maintaining accurate records of clients and budgeting activities.
With Client Voices, you can store necessary client information, including contact details and demographics, ensuring you have everything you need at your fingertips.
Our budgeting tools are designed to help you record and track your clients’ financial information and budgeting progress. This includes budgeting worksheets to balance income and expenses. And a debt schedule to help keep a record of your client’s outstanding debts, including creditors and repayment commitments.
Client Voices also has a statistical reporting mechanism, enabling you to generate reports for your organisation, governance, funders etc. This feature is crucial for demonstrating the impact of your work. The better your records, the more valuable your insights become.
Record and track your community education efforts, ensuring you have a complete record of your outreach activities. Client Voices also helps you keep track of your MoneyMates program so you can fulfill your reporting requirements.
Manage client appointments and track attendance including no shows.
We’re committed to accessibility and affordability. Client Voices is provided at no cost to all FinCap-recognised financial mentoring services. Our aim is to empower you to focus on your clients and their financial wellbeing, without the burden of costly software.
If you have questions or need help with Client Voices, please don’t hesitate to reach out to us at clientvoices@fincap.org.nz.
There are over 100 support article to help you make the most of Client Voices on the Client Voices Support site.
Client Voices is developed by Boost.