How to prepare your clients for RateTraker?

✍️ Here are our recommendations, feel free to adjust as needed:

Update your Profile: Ensure your logo and profile picture in the Sherlok portal are current, as these will be visible to your clients in RateTraker.
Create an Introductory Video: A short video explaining the value of providing Open Banking consent can go a long way in helping clients feel more comfortable with the process and understand how their data will be used to benefit them.

✨ Check out this example as a helpful guide. ✨

Here's a Sample Broker Script: Intro Video for Sherlok & RateTraker.
Send an Introductory Email: A brief email introducing your partnership with Sherlok and RateTraker can also be helpful. We’ve attached a template, which you’re welcome to tailor to best reflect your business style.

Here's a Broker Email Template: Introducing Sherlok & RateTraker to Clients

This guide outlines key steps to prepare your clients for the RateTraker invite, helping them understand its benefits and maximise Open Banking consent conversions.