About Client Voices

Created by Rocky Webster, Modified on Wed, 13 Mar 2024 at 03:11 PM by Rocky Webster

Client Voices is designed to simplify your client management and financial mentoring needs. It offers the practical tools your organisation needs to fulfill your requirements as a financial mentoring service.


What is Client Voices?


At its core, Client Voices is a comprehensive client management system paired with practical budgeting tools. It serves as a trusted resource for maintaining accurate records and gaining valuable insights into your clients financial situation.



How does it help?


Client Voices streamlines the process of managing client records and essential information, ensuring everything is organised and readily available. That information can then be turned into insights you can use to report to governance, funders and media.



What features does it offer?


  • Manage staff case load with a visual dashboard for managers
  • Record client income and spending in easy to use budget worksheets
  • Record and prioritise client debts in the debt schedule
  • Record client goals so clients can rate progress toward their goals
  • Record important client case notes
  • Upload files to client records
  • Staff and case management dashboard
  • Record Community Education courses delivered by your organisation
  • Record advocacy actions financial mentors do to get better outcomes for clients
  • Records the reasons clients are in financial hardship
  • Record appointments with clients and no shows
  • Run and print reports on all information entered by financial mentors


Client Voices is continuously evolving to offer even more useful features.



Who can use it?


Client Voices is available free of charge to all FinCap-recognised financial mentoring services. 


Reach out to clientvoices@fincap.org.nz to learn more.


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