Lighten the Workload in Your Office with fspHUB!
Efficiency – The ratio of the useful work performed by a machine or in a process to the total energy expended or heat taken in.
We all speak of the word efficiency, but how many fsp’s have really stepped back and evaluated their efficiency levels?
Efficiency means looking at your processes and evaluating whether they can be done better, faster and with more accuracy – and we’ve got just the right tool for that!
eFFiciencyHUB has an all-in-one office productivity solution (fspHUB) specifically designed for SME/SMBs. It uses cutting-edge technology to lighten the load in the office and help you stay in control of your processes.
fspHUB, for Financial Service Providers, provides an office productivity solution customized for all disciplines. Yet, it is still flexible enough to reflect your unique way of doing business.
Do all your work in one place, online. Increase your sales by having more time to meet clients, and streamline your office activities to easily cope with the extra business.
- Task driven workflow
Your task is at the centre of the action. You can set up or amend predefined workflows easily or as your needs change. We allow you to create the workflow that best suits your business. Whether that entails one task or 10 tasks, you decide.
- Smart communication
Your communications are automatically linked within the system, saving you time.
- Document storage
Running out of filing cabinets? We’ve got your electronic document storage covered. The use of FSPhub makes compliance almost a non-event – if you are going to put processes in place they may as well be compliant. It is almost inconceivable that the FAIS law can be complied with in all respects without the use of a system like FSPhub.
- Group communication
Easily communicate with the correct group of clients.
By using the filtering mechanism, it is possible to create (and save) sharply focused groups of clients and prospects. This enables you to communicate, by email or SMS, with a group in a meaningful way. Bear in mind that it is easy to pull the appropriate personal information of each person from the database.
Thus, the only limitation to very effective communication (and therefore relationship-building) is the ability of management to say the right things!
- Reports and data exports
Using powerful searches and CSV exports you can manipulate data for your own specific needs.
- Build your own forms
Design your own forms and plug them into your process or even in your client record.
Learn more! Contact us!