Client Profile: Our client operated a financial planning firm with integrated divisions that enable their customers to invest across various opportunities including Investment Property.
Background: Financial Planners within the business ran most of the admin activities which included following up with clients, arranging meetings, handling inbound calls and also coordinating after sales activities with mortgage brokers and property developers.
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Impact: Our client was spending time after hours and weekends doing the above admin work. This was resulting in loss of productivity and sales. After hiring the first staff member with us the client hired another staff member in the second month to support all the financial planners. Obviously, cost was saved but more importantly they were able to increase their sales by focussing on productivity.