We have a solution to fit you
Our team of excellent client service administrators are ready to help you get the most out of your segments to ensure your clients get the best service possible
Pricing to fit your requirements
Whether you require full support, or only the use to the App, our team is able to assist you at various stages throughout the Client Servicing process.
Client Segmentation & Servicing Strategy
By utilising cutting edge software, you are able to easily design your entire client servicing solution, with custom menus, review dates and communication strategies.
Upon completion, you are provided with 4 key document sets, including:
- Segmentation & Service Offering
- Proposed On-going Service Schedule Summary
- Client Statements
- Client Business Sale & Purchase
- Highlighted Vulnerable Clients
iBusiness / Salesforce Update & Data Cleanse
In order to effectively manage and implement your Client Servicing Strategy, your client records must be accurate and up to date, whilst also reflecting the new strategy we have created.
We will update each client record to contain:
- Individual segmentation (AAA, AA or A)
- Review months (Jan-Dec)
- All communications (Investor Magazines, Birthday Cards, Christmas Cards, Tax Focus Cards etc)
Client Service Disclosure
Once we have designed your Client Servicing Strategy and updated your client records, it is important that you inform your clients of the ongoing service they can expect to receive from you.
Upon completion of the clients servicing strategy, we will email your clients via Salesforce ensuring we track all correspondence.
This email will contain a copy of the clients proposed ongoing servicing schedule along with contact information for a member of our client servicing team, in case any of your client’s had any questions or wanted to amend their schedule. We will then attach a copy of the servicing schedule to Salesforce and update the client records accordingly
