financial Objects

Most Independent Financial Advisers (IFAs) pride themselves on the quality of their customer relationships, often spanning the lifetime of these clients. To manage customers effectively, IFA organisations will often invest in back office or CRM systems. There is considerable paper-work entailed in running an IFA practice when signing up clients for pensions, new investments or completing wealth analysis. Data protection and compliance regulations govern how long companies must keep such customer documentation and contracts. Keeping these documents secure yet accessible can be challenging for many companies. IFAs can spend a considerable amount of time out of the office with customers and often need access to critical information during these meetings. Many IFAs now use genisys as an intelligent document management solution to provide a secure, responsive service to their customers. It integrates fully into fairs IFA Manager is a client management/back office product from FO. Users simply see the genisys functionality direct from the IFA Manager screen. From this screen, IFAs can make rapid searches to customer files providing a more responsive, professional service.

Summary of benefits

Regulatory compliance;
Improved disaster recovery;
Cost reductions;
Disaster recovery, fire, flood, theft;
Easy offsite storage with rest of computer files;
Integration with other systems (Specialist IFA software, Accounts software);
Enhanced IFA productivity.

Main uses

Client File Management;
Audit & Maintenance;
Invoice Management.

Customer references

Alan Steele Asset Management is a leading Independent Financial Advisory practice that uses genisys to improve data quality and enhance customer service. Customer correspondence including legal documents and account details is stored in genisys which is integrated into client and back office management systems.

Independent financial advisers

Industry solutions

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