How Fuse Wealth improved revenue and internal capacity with Content Snare

Not too long ago, Fuse Wealth used to rely on emails and manual follow-ups to gather client data. With no structured tracking system, they often faced delays, incomplete files, misunderstandings, and exhausting back-and-forth communication.

All of that changed as soon as the company implemented Content Snare. Fuse Wealth now automates client data collection, which not only saves valuable time, but also increases capacity and makes a direct impact on revenue growth.

We spoke with Fuse Wealth’s Bec Faucett to find out how Content Snare has transformed the way they collect and manage client data.

When outdated methods hold you back

Fuse Wealth is a Tweed Heads-based firm specializing in accounting, financial planning, and business advisory services. A key part of their work involves collecting financial data, onboarding clients, and handling ATO linking and ethical clearances from prior accountants. 

However, their previous system for gathering this information was causing inefficiencies.

Before Content Snare, the company relied on a combination of emails, Excel spreadsheets, and Word documents to collect necessary data. According to Bec Faucett, there were no scheduled follow-ups, and tracking client responses became a time-consuming challenge.

The problem with our old method of gathering client data was that it was taking far too long to get the foot in the door. Our put-down and pick-up times were excessive, and we were always behind before we even started.

It became clear that a better solution was needed — one that would reduce delays and make sure that Fuse Wealth can collect client data accurately and securely.

Discovering a more efficient way to collect client data

The company discovered Content Snare through their business coaching group. Several other firms were already using it, which encouraged the Fuse Wealth team to give it a try.

We were looking to move towards more tech-driven solutions and away from manual, single-follow-up processes. We didn’t even consider other solutions — after seeing a demo and exploring the website, Content Snare seemed like the right fit.

Bec and her team tested Content Snare internally to confirm the platform would meet their needs, using it to send queries to one another before rolling it out to clients. They quickly realized the potential of customized forms and various response types.

We found that we could add in our own forms or select specific response types, which worked perfectly for our team.

The key to a faster and more accurate process

One year into the implementation, Content Snare is an essential part of Fuse Wealth’s workflow. Their accounting and admin teams use it daily to request, track, and manage client data collection. 

One of the biggest improvements has been the reduction in back-and-forth communication.

We no longer need to send multiple emails or make follow-up calls. Now, when we reject queries, they're getting it really, really quickly because you can direct them straight to that exact query that needs fixing.

Bec adds that the platform’s security features have also been a game-changer. The ability to send a single, secure email with a protected link has reassured clients about the safety of their data.

We sent out a welcome email introducing Content Snare with your video, and the feedback from clients has been great. It made them feel confident using the platform from day one.

However, the benefits of using Content Snare extend beyond efficiency for Fuse Wealth. The new structured workflow allows them to wait and start working only after all required information is collected. Their offshore team also benefits from Content Snare’s folder function, which helps sort requests by person and team.

When asked which Content Snare features made the biggest difference, Bec didn’t hesitate.

I couldn’t live without the internal comments and query rejection functions. Before, accountants would accept whatever documents clients sent, even if they weren’t correct. Now, we can push back and ensure we get exactly what we need, which is crucial for audit compliance.

Real results: Time saved, revenue increased

Since adopting Content Snare, Fuse Wealth has noticed a significant impact on their business. While it’s difficult to quantify the exact number of hours saved per month, Bec highlighted how the firm is well ahead of where they were this time last year.

We are far further through our client workload than we were at this point last year. It’s reflected in our revenue and in our capacity — we actually have excess capacity now, whereas we used to be overwhelmed after Christmas.

Every day without a better system costs you

If your firm is still relying on outdated processes for client data collection, it might be time for a change. Content Snare offers a frictionless way to request and manage client information with automated follow-ups, internal conversations, clear instructions, and an intuitive interface.

With integrations that connect to your existing tech stack, including accounting software and CRMs, Content Snare makes it easy to collect and transfer the data you need without the hassle of endless emails. 

Bec Faucett sums it up nicely:

If you’re thinking about using Content Snare, I’d say jump on board now. The longer you wait, the further behind you’ll get.

Isn’t it time you embraced a better way?
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