Our Business Services

  • 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
  • Consistent Client Experience

  • Pre-defined process for new & existing clients

  • Management of Ongoing Client Service Packages 

INCREASED CLIENT SATISFACTION
  • 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
  • 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

"Those who don't believe in magic will never find it"

-Roald Dahl

  • Reduction in staff costs

  • Increased efficiencies 

  • Increased productivity

  • Increase in Client referrals

INCREASE BUSINESS PROFITABILITY
  • 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
  • Customisation to cater for individual needs is simple

CUSTOMISE WITH EASE