It is helping me collect information from the client to make their experience better

What are the best aspects of this product?

I can create and save templates for later use, specifically when doing a client fact finds. It is like taking note of every important thing about our client. We then save the client find facts online, which make it easy to access them when needed.

What aspects are problematic or could work better?

There’s no enough variety of colors for me, as well as font choices and customization capabilities. It would be really nice if they’d add more of them. Also, I have a problem with the short cut keys. They don’t work as seamless as I have expected.

What specific problems in your company were solved by this product?

I work as a financial advisor and knowing who I am dealing with is imperative in my job. One of the common ways of gettingto know the client is through having a conversation with them and listen to everything they said. Of course, it is impossible to remember everything they have said so there’s a need for a tool. A pen and paper would be helpful but not really ideal. You won’t be able to take down as many notes as possible. This problem is solved by MindMup. The pre-created templates allow us to keep notes in a neat and organized way. The ability to share the screens with our conference room television for viewing of our clients is also a nice thing. It makes it easier for them to follow along, and that’s what we want – to provide them with great experience working with us.

Are you a current user of this product?

Yes