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Collecting and storing payment information from clients can be an awkward part of a travel advisor's job, but we’ve just made it easier. As part of our recently launched all-in-one client management tool, we’ve introduced the Vault — a seamless way to securely collect and store credit card information. The Vault is the foundation for our integrated booking platform.
Until now, travel advisors have had to request payment information each time they booked travel, resorting to DIY storage solutions. With our client management tool and the Vault, Fora Advisors can now send a secure link to clients via email or even text message. A client uploads their credit card information, and it’s automatically and securely stored in the form of a client card inside Portal, Fora’s custom-built platform for Fora Advisors.
And the Vault is not just about credit card info. Fora Advisors can create complete client profiles that include essential notes on travel preferences, loyalty program account numbers and special dates like anniversaries and birthdays. The Vault gives advisors quick access to information that helps customize travel experiences for their clients. Fora Advisors are also able to see trip booking data and dollar amounts, offering them a holistic view to see which clients have done the most (or highest dollar value) bookings with them.
Our goal is to make our advisors' job as seamless as possible. The simplistic nature of the solution enables a whole lot of functionality and creates a ton of value for advisors.
Before unleashing any new product or feature into the wild, we select a group of advisors for beta testing, creating a dynamic feedback loop. We have been beta testing the Vault with 127 Fora Advisors for more than a month, and they’ve stored 542 credit cards. Advisors say the tool is easy to use and helpful in managing their bookings. We’ll be utilizing their feedback to develop other features, like storing points information in the client management system.
