FAQ's
Below you will find all the answers to any questions you may have.
Want to know more?
Below is everything you many need to know about Plus Client Servicing. If the answer isn't there feel free to get in touch
Our experienced teams of dedicated professionals are ready and waiting to help you by providing client servicing support. We can handle your day-to-day obligations giving you more time to spend with your clients and grow your business.
It stays on your device. The app has been developed to use storage within your browser to ensure that there's minimal chance of your clients data ending up somewhere it shouldn't be. The stored data is also encrypted (AES-256) just for more piece of mind.
Our application will design a unique serving strategy, tailored to your practice. It will allow you to segment your client bank, decide how you communicate with your clients, and will allow you to identify any clients in vulnerable circumstances.
The app will then use this information to generate you a suite of PDF’s that can then be used to disclose the servicing strategy, deliver the agreed service, and allow you to demonstrate how your clients are service.
The application will produce 4 separate PDF’s: a segmentation summary PDF with an attached Clients in vulnerable circumstances PDF, a sale and purchase PDF, a servicing summary PDF (one per client), and a proposed ongoing schedule PDF (one per household).
Yes! We offer a one-off cost to update your iBusiness/Salesforce records to contain: Individual segmentation (AAA, AA, A), Review months (January-December), All communications (Investor magazines, Birthday cards, Christmas cards, Tax focus cards etc).
This really depends on client bank, needs, and budget – we can tailor this to suit you.
Of course! We have a team of dedicated client service administrators on hand to help you with your day-to-day communications. All you have to do is get in touch!
Yes, no problem! We pride ourselves on being friendly and approachable, an extension of your team that your clients can get to know.
Yes. We can book in your overdue review meetings with clients, and help you stay on top of your upcoming review meetings, all while delivering your unique servicing strategy. Keeping up to date with your review meetings and ensuring all communications are tracked on Salesforce will improve your PQS.
Principle 1: As part of proving an ongoing service, every client should have an in-depth periodic review as agreed with the client.
Principle 2: Reviews should be appropriate, Individual, suitable, documented and confirmed in writing.
Principle 3: Clients’ expectations will typically be proportionate to the quantum of fees paid.
Principle 4: You have a special duty of care where clients are or become vulnerable.
Principle 5: Whatever CRM systems you use, all client agreements and review documentation need to be captured and recorded. The CFR moving to Salesforce will help us keep this vital document up to date and accurate at all times.
Yes. We can book in your overdue review meetings with clients, and help you stay on top of your upcoming review meetings, all while delivering your unique servicing strategy. The PDF’s our app produces helps us to track client vulnerabilities and amend your servicing strategy appropriately to those specific clients. We ensure all communications we have with your clients are up to date and tracked on Salesforce.
