
Our Business Services
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Designed to boost efficiencies and profits
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End to end system covering all day to day business processes
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Triggers the next step in the process automatically
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Creates a live to do list for every staff member
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Ensures staff members adhere to the processes within your business
WORKFLOW MANAGEMENT SYSTEMS (WMS)
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Self-Populating Daily Task Lists for each staff member
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Ability to prioritise, reschedule & reallocate tasks
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Monitor staff workload
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Well defined, structured staff roles that can be easily monitored
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Improves information exchange within an organisation
INCREASE STAFF EFFICIENCY
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Consistent Client Experience
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Pre-defined process for new & existing clients
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Management of Ongoing Client Service Packages
INCREASED CLIENT SATISFACTION
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Minimise human error
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Implement & enforce process change with ease
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Quickly adaptable to regulatory amendments
STREAMLINED BUSINESS
PROCESSES
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Automated processes make fulfilling FOFA obligations easy
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Automatic background system updates & document generation
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Templated Tasks for provision of Advice & other Compliance Documents
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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
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Promotes client relationship with the business rather than just the adviser
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Ability to integrate new client books upon purchase with minimal disruption
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Succession planning simplified
EASE OF BUSINESS GROWTH
"Those who don't believe in magic will never find it"
-Roald Dahl
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Reduction in staff costs
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Increased efficiencies
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Increased productivity
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Increase in Client referrals
INCREASE BUSINESS PROFITABILITY
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Increased saleability & Business Valuation
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Automated client segmentation
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Automated background system updates
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Quality and quantity of data is improved
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Access client information & documents from a central location
BUILDS DATA INTEGRITY WITHIN THE CRM
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Into any Financial Planning Practice
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Minimal disruption to the day to day operation of the business
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No need to have existing documented processes in place
IMMEDIATE INTEGRATION
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Customisation to cater for individual needs is simple