Assessment, alignment and review

• Comprehensive due diligence
• Formal on-boarding protocols
• Detailed monitoring and accountability

Organised with purpose-built technology

• Cloud-based platform with all the tools and technology
• An integrated and centralised operating system
• Features to measure and assess the service performance outcomes
• User Guide with simple instructions and diagrams

Consolidated administration and reporting

• Allows you to administer referrals, communicate, record and report on critical service information in a professional, integrated and consolidated format for your operational staff and management representatives

Coverage and distribution

• Enhances professional service coverage in required geographical locations
• Builds an Approved Product List (APL) network
• Increases product distribution opportunities
• Provides an effective way to increase dedicated service capacity

Retention and growth

• Enhances member retention outcomes
• Increases new member and client opportunities
• Builds reciprocal referral relationships and a commercial network
• Supports the development, growth and prosperity of your business

Scale and efficiency

• Provides guaranteed economies of scale and operational efficiencies
• Reduces administration and service costs
• Provides guaranteed cost savings

Reputation and promotion

• Enhances your brand, credibility and reputation
• Showcases the true value and integrity of your service through your professional conduct

Register your interest

 

*Includes banks, superannuation funds, accounting organisations, mortgage broking organisations, insurance companies, private companies, public companies, government organisations and not-for-profit organisations