{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/8bd0242729de4d97b4b25795cce271e4\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/8bd0242729de4d97b4b25795cce271e4-32eafbbd0fb7c07e.gif","duration":391.119,"title":"Integrating Wealth Assessments into Venrollment","description":"In this video, I walk you through how to utilize our Wealth Platform within Perceptive to conduct five-minute Wealth Assessments for participants. This process not only demonstrates value but also helps identify potential wealth prospects for cross-solving conversations. I demonstrate how to create a secure access link tied to a company, which can be integrated into the enrollment process. After participants complete the questionnaire, their information is automatically organized within our system, allowing for meaningful follow-up conversations. I encourage you to implement this feature to enhance your engagement with participants and leverage potential wealth opportunities."}