Industry

Nod for Professional Services

Nod is for professional services. Financial planners, lawyers, accountants, and consultants of all kinds can transform their practices with Nod.

Create client documents in record time, collaborate with your team and eradicate manual work from your practice.
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"With Nod we've been able to increase our daily advice document production from 1.7 advice documents per day to 4.9 documents per day without increasing the size of the paraplanning team."

General Manager
Nod customer in financial planning
Workflow Automation with Series
Always know where client work is up to. Make it easier to collaborate with both internal and outsourced paraplanning teams. Get visibility and control on the quality of the entire client file in a connected digital environment.

Create standardised processes

One of the limitations of the disconnected, file-based environment most professional services firms work in is the impact this has on processes. Every client engagement has the capacity to go off track due to honest human error.

With Series, you can set up a range of standardised processes, along with the appropriate templates, for everyone in your team to follow.

Not only will this mean less concern over the outcome for your clients but it will also mean less data entry for the team as data automatically flows from task to task.

Have less meetings

Most leaders in professional services firms are constantly 'checking'. Whether it's reviewing the quality of client work or checking to see whether a deadline is going to be met, the result is constant meetings and interruptions.
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With Series, tasks are assigned to team members automatically and task status is visible in realtime. Series are made up of standardised templates which the whole team can use to meet the expected standard of your firm.
Document Automation with Connected Documents

Produce beautiful client documents

Nod has built its own document editor you can access from anywhere via your favourite web browser.

Produce beautiful client documents in half the time with Document Themes, our document formatting engine.

Automate your document templates

No-code document automation is here! Stop messing about with coded Word documents that you need to be Einstein to figure out how they work.

Our easy-to-use no-code document automation platform means anyone in your firm can get involved in making document creation go faster.

It also means changing templates is no longer a hassle. So as your needs change, your document templates can too.
Client Onboarding with Connected FOrms

Client intake forms

Paper-based forms and processes belong with the coronavirus - in the past.

The Collect feature enables your team to send a digital form to clients which they can access and complete via their web browser.

The data entered by the client into the online fact find form will then automatically populate other client documents in a Series removing endless amounts of data entry from your process.
Manage your practice with insights

Compliance Reporting

The Insights feature empowers Compliance Managers and Practice Principals to report on all the data in every document produced in Nod.

Report on key risk indicators, document quality and the consistency of key data in the entire client file.

Stop paying for huge compliance or quality control teams to read Word documents and redeploy those resources into more productive roles.

Efficiency Reporting

Get realtime data, down to the second, on how long things take to get done in your financial planning practice.

The only way to create better processes is to know where the bottlenecks are. The Insights feature allows you to measure things like active time per document, process cycle time and break this data down by document type and team member.

Great for high performing paraplanning teams both internal and outsourced to identify areas to create more efficiencies.

Impact Reporting

Professionals can better tell the story of the positive impact they have on their clients using the data contained in their advice documents.

Using the Insights feature, report on metrics like how much you've saved your client in fees, how much you've increase overall insurance coverage, assets under management and more.

Create beautiful graphs that you can use in marketing materials and social media posts.

Find out how Nod can transform
your practice

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The connected taskspace automating professional services firms.

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