Facet’s 2022 Roadmap Makes Our Product the Orchestrator of Our Service Delivery
We prioritize product investments and additional service offerings to focus on four key elements of our model:
Growth
Frictionless onboarding, product viral loops
Frictionless onboarding, product viral loops
Client Experience
Unique, life-driven/full financial picture approach to financial planning
Unique, life-driven/full financial picture approach to financial planning
Planner Experience
Efficiency in meeting prep, wrap-up, time management
Efficiency in meeting prep, wrap-up, time management
AI/ML
CFP® Brain increasingly enables automated, smart recommendations
CFP® Brain increasingly enables automated, smart recommendations