No client email, no problem
Not every client has their own smartphone, tablet, computer or email address. For elderly and potentially vulnerable clients this can, in fact, be quite common.
These clients can still use Capacity Vault with their professional advisor’s help. This guide will explain how you can help your client (a) access a Capacity Vault Token, and (b) use one of your firm’s devices to complete a Capacity Snapshot.
How to generate a token for a client with no email
If you have a client without an email address you can generate a unique email for them without needing any technical knowledge using the “PlusAddress” system.
The PlusAddress system allows you to modify your own email address to create a unique identifier. This will allow you to generate multiple accounts at Capacity Vault with tokens sent to your own email.
Let’s say your email address is john.doe@example.com. With plus addressing, you can add a “+” followed by any word or identifier to your address, like this:
All these emails will still be delivered to john.doe@example.com.
There are other uses for this and you can use your personal Hotmail/ Gmail too. It helps you organize your emails or figure out where unwanted emails (spam) came from. For instance, you could give one address to your shopping accounts and another to newsletters. This way, if you start receiving spam, you can easily identify which address was leaked.
Securely share a device
You will be emailed your client’s token to your email address. You can then either
(a) follow the link on the token on your device and stay with your client whilst then complete their Capacity Vault snapshot, or
(b) write the token down, create a guest user account on your device or laptop and leave your customer logged in as a guest user, open a browser and type out the full token URL into the browser bar.
If you choose option (a) please make sure that you introduce yourself during the Capacity Snapshot when prompted.
Get a Professional Subscription to Capacity Vault
You can get instant access to a Capacity Snapshot for your clients with just three clicks as a professional subscriber. You’ll get a Capacity Analysis within 2 working days too. From just £75 per client.
Whether or not your client has their own email – if they’re happy to have a chat with our system from any internet-enabled device with a browser and front-facing camera then you can deal with their needs today.