We've made the complex, simple
A simple tool for SJP Practices, to design bespoke Client Servicing Strategies, complete with custom menus, review dates, communication strategies and more
Exclusively for SJP Partners
Our team has been supporting the Partnership for more than 7 years, so our solution has been built with you in mind.
Segment Your Client Bank
Create custom menus, communication strategies and service individually or as part of a household.
Allocate Review Dates
Add up to 12 monthly review dates for households or individual clients.
Highlight Vulnerable Clients
And develop appropriate servicing strategies to accommodate their needs
Would you like a demonstration?
How it works
The Process
Create your Segments
Use our pre-built A, AA & AAA segments or create your own, to include:
- Review frequency and dates
- Pre-set Communications such as Investor Magazines, Birthday & Christmas cards and Tax & Focus Cards
- Custom communications & events
- Funds under management.
Review Your Households
Our system groups your clients by household and combines individual FUM, to segment collectively. Here you can review your households and:
- Confirm/Amend Segmentation
- Determine who should be serviced individually
- Highlight any under 18's
Allocate review dates, communications and client interactions
The system allows you to easily allocate review dates on a household or individual basis. You can then review the auto assigned communication strategy and amend, should you require.
Highlight Vulnerable Clients
The system allows you to highlight those clients who may fall under the Vulnerable Client status, across the 4 key areas:
- Health
- Life Events
- Resilience
- Capability
The Outputs
Download Your Documents
Once you have completed steps 1 to 4, the system produces 4 key sets of documentation, these include:
Segmentation & Service Offering
This one page document allows you to clearly show a top level summary of your Servicing Strategy, including:
- Client Bank Evaluation
- Individual Segmentation & Communication Strategy
Individual Client Servicing Statements
Client Statements are a breakdown of the servicing to be administered to your clients. You will receive one for each of your clients.
This document details:
- The Client's designated menu
- The Communication the clients will receive
- Any vulnerabilities you are aware of the client having
Proposed On-going Service Schedule Summary
This document outlines the proposed service schedule and is ready to be printed using your letterheaded paper.
This will introduce your clients to their strategy including their review meeting dates and the communications they can expect.
Highlighted Business Sale & Purchase Clients
A list of your Business Sale and Purchase clients will be generated based on information gathered during the process.
The selected clients will then be listed along with their respective FUMs for future use.