A workflow system consists of documented procedures, supported by checklists and templates that records and systematizes every aspect of how an advice business operates and delivers their client experience.
A financial advice business cannot deliver a high level of client service efficiently and profitably without having a workflow system in place. Irrespective of the size of your business, using a workflow system for managing and tracking activities whilst also delivering a customer experience can improve your daily operations and also your client retention.
Our workflow designer will assist you in mapping out your various workflows for your business. We suggest you first look at our examples before creating you own. You may also want to copy one of our processes and then make adjustments to it.
Once you are satisfied with your workflows you can simply save them to your hard drive and ask your IT team or CRM provider to help you build your workflows using the design you have created.