The Compliance+ connection type and the related support gives you everything you need to transform client relationships, making them future focussed, highly valued and in so doing substantially increasing fee income with no additional time required.
There are three key elements to the tool kit:
- Client Discussion Model – to prepare for and deliver future focussed discussions with clients
- Business Overview Report – to provide ongoing management reporting and added value for clients
- Financial Management for Business Owners (FiMBO), training to educate and upsell clients
You can be up and running with the Compliance+ tools in next to no time. Training of Client Managers takes half a day, start to finish, leading to a very significant increase in fee income shortly thereafter depending on the deployment strategy you chose to adopt.