A Simple Way to Give Yourself the Gift of Time
Working for or managing an FSP can be time-consuming. From the daily client meetings to the admin side of things, you may feel like you have very little time to allocate to developing growth strategies.
If that’s your situation at the moment, we want to tell you about our revolutionary solution called FSPhub. Most users report a 100% increase in productivity with this solution.
FSPhub is, in essence, a flexible business process management tool created by FSP’s for FSP’s.
All methods of contact with clients, prospects, product providers etc are catered for in one central hub, with automatic offsite backups for both incoming and outgoing communication. This makes the vision of the paperless office a reality.
The focus with this solution is on increasing productivity – allowing you more time to look after your clients and grow your business.
While increasing productivity may be the main benefit of FSPhub, some clients tell us that the most exciting feature is being able to find client information and communication all in one place. Management rave about the fact that they are in control for the first time and know exactly what is happening – from any location with an internet connection.
Some of the other benefits which automatically flow from implementation of the system include:
- Secure off-site data storage and back-up
- Exciting CRM functionality
- Taming the eMail beast – you deal with business mail and look at the rest in your own time
- Effortlessly manage workflow – making compliance a fringe benefit
- Improved communications
- No more concerns about finding documents
- Facilitates FAIS compliance in so far as record keeping, business processes and management control is concerned
The system has universal appeal for Short-term Intermediaries, Financial Planners, Healthcare Consultants, Employee Benefits Consultants, Administrators and Underwriting Managers. The flexibility of the system enables you to customise it to reflect your specific business needs and processes.
This is a smart solution which delivers “big business” benefits to even small and medium-sized companies because it is affordable.
Contact us to arrange a demonstration. This is something new out of Africa, created with YOU in mind.