Nurture your most valuable asset - your clients
We understand how important it is to deliver first class service to your clients and prospective clients – it’s what attracts them to you in the first place, serves as a point of difference with your competitors, and keeps them coming back to you time and again. We aim to keep client satisfaction high with friendly, prompt and competent service.
CLIENT SUPPORT OPTIONS AVAILABLE:
Live Chat & Email Correspondence
First impressions count. We provide prompt responses to online chat and email enquiries submitted through your website. This support can be provided 24/7 if required or within designated hours that suit your business.
New Client On-boarding
Start the on-boarding process smoothly. We create and open new client files, ensuring all Regulatory Re-assurance Support requirements are met and the information needed for ongoing optimal client servicing and systems Regulatory Re-assurance Support is acquired.
Client Support
Build a reputation for great support. In addition to live chat support, we provide over-the-phone customer support to resolve simple matters, take messages, and forward queries to the appropriate person if escalation is required.
Client Engagement
Engage with and upskill your clients. We put together and send branded Newsletters and Social Media content designed for your clients and followers using your chosen platforms and tools.
Client Review Service
Maintain strong relationships with your clients. We proactively keep in contact with your clients by their preferred contact method, ensuring their information is up-to-date and they are reminded when a review is due. We can send personalised birthday greetings too.