video1.0<iframe src="https://www.loom.com/embed/df9197d92aa44623a91c4f3a49cd1abd" frameborder="0" width="1490" height="1117" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>11171490Loomhttps://www.loom.com11171490https://cdn.loom.com/sessions/thumbnails/df9197d92aa44623a91c4f3a49cd1abd-00001.gif36.1In this video, I will guide you through the process of integrating Smart Vault with Financial Sense and creating a new client. By following these steps, you will be able to seamlessly sync client information and improve your workflow. No action is required from you, but I encourage you to watch the video to learn how to streamline your client management process.