MindManager is an Excellent Tool!
July 10, 2019

MindManager is an Excellent Tool!

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with MindManager

We use MindManager to map each client household. All personnel views the maps, while 3 people create and update information. Use of MindManager provides a user-friendly visual map of our clients' accounts, personal and family details, goals, finances, and outside professional contacts. I'll print to pdf for our President to view on her mobile devices while traveling and prepping for client meetings.
  • Strategic Planning
  • Process Mapping
  • Enterprise Collaboration
  • Meeting Management
  • Problem Solving
  • Task and Project Management
  • Excellent visual tool to quickly assess and summarize a client's financial position.
  • Great tool to map and branch processes. This has been a great aid in brainstorming internal processes.
  • Easy to update; the process of updating client information reinforces memory and knowledge of our clients.
  • It's not always easy to interpret and visualize margins for printing.
  • Huge time saver.
  • Improved quality--deep dive on client information.
  • Excellent resource for quickly identifying "holes" in client information. It's easy to see what we're missing.
Our financial planning group performs comprehensive wealth management for our clients. There are times when clients don't understand why we ask for details they don't feel are relevant to the investment management side of the relationship. We'll show that client the areas of missing information (i.e. CPA information and why we invest with tax implications in mind) to encourage forthcoming communication and facilitate relationship building. Great tool!
MindManager is very well-suited to mapping a client/household's financial position. We add branches for goals, hobbies, interests, extended family, and travel habits, so this is a great one-page "get to know your client" and meeting prep refresher. This is our #1 stop for quickly assessing what we know about our clients. We print the map and bring in to our meetings, and we give the map to our clients to take home, update, and return so we may adjust information.

The mapping feels less appropriate when we have little information about a client, although we turn this into a positive---time to ask for additional info!