• Designed to boost efficiencies and profits  

• End to end system covering all day to day business processes

• Triggers the next step in the process automatically

• Creates a live to do list for every staff member

• Ensures staff members adhere to the processes within your business

WORKFLOW MANAGEMENT SYSTEMS (WMS)

• Self-Populating Daily Task Lists for each staff member 

• Ability to prioritise, reschedule & reallocate tasks

• Monitor staff workload

• Well defined, structured staff roles that can be easily monitored

• Improves information exchange within an organisation

INCREASE STAFF EFFICIENCY

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• Consistent Client Experience

• Pre-defined process for new & existing clients

• Management of Ongoing Client Service Packages 

INCREASED CLIENT SATISFACTION

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• Minimise human error  

• Implement & enforce process change with ease

• Quickly adaptable to regulatory amendments 

STREAMLINED BUSINESS

PROCESSES

• Automated processes make fulfilling FOFA obligations easy

• Automatic background system updates & document generation

• Templated Tasks for provision of Advice & other Compliance Documents

• System generated File Notes & Tasks to record all client contact & activity 

REDUCED COMPLIANCE RISK

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• Built in Procedure Manual makes integrating & training new staff simple

• Promotes client relationship with the business rather than just the adviser

• Ability to integrate new client books upon purchase with minimal disruption  

• Succession planning simplified

EASE OF BUSINESS GROWTH

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• Reduction in staff costs

• Increased efficiencies 

• Increased productivity

• Increase in Client referrals

INCREASE BUSINESS PROFITABILITY

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• Increased saleability & Business Valuation 

• Automated client segmentation 

• Automated background system updates

• Quality and quantity of data is improved

• Access client information & documents from a central location

BUILDS DATA INTEGRITY WITHIN THE CRM

• Into any Financial Planning Practice

• Minimal disruption to the day to day operation of the business

• No need to have existing documented processes in place

IMMEDIATE INTEGRATION

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• Customisation to cater for individual needs is simple

CUSTOMISE WITH EASE

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