A CRM for a financial planning business in Australia needs to meet the unique needs of the financial services industry. Using the latest, secure, hosted solutions, we develop custom financial advice practice CRMs that allow you to:
Track sales leads
Manage financial planning clients
Create an intranet for employees to view Standard Operating Procedures (SOP), Frequently Asked Questions (FAQs), Employee Handbooks, Common Files and more
We offer the following order forms (customised to suit your needs): University faculty satisfaction survey School faculty satisfaction survey University satisfaction survey Student satisfaction survey Website visitor survey 360 Assessment survey Myers-Briggs survey Pricing survey Tech support satisfaction survey Website content survey Website feedback survey Customer satisfaction survey Cancellation survey Consumer demographic survey Business demographic …
I’ve been experimenting with value-pricing in my freelancing work and have had my perceptions of value-based pricing turned around after listening to over 6 hours of podcast episodes. In the past, I always wanted to be the robin hood of pricing. Steal from the rich (those greedy freelancers who charge thousands) and give to the …
We were approached by a manager of a group of private hospitals looking for systems advice on onboarding patients and getting patient feedback. We gave advice and implemented systems to manage the patient onboarding experience and to deliver NPS-style surveys that could be read in multiple languages. The results from the first 10,000 patients are …
The unique needs of a financial planning CRM
A CRM for a financial planning business in Australia needs to meet the unique needs of the financial services industry. Using the latest, secure, hosted solutions, we develop custom financial advice practice CRMs that allow you to:
Through our onboarding and staff education programs, we ensure that your CRM is tailored to your unique financial planning business needs.
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Online Survey Templates Customised To Suit Your Needs
We offer the following order forms (customised to suit your needs): University faculty satisfaction survey School faculty satisfaction survey University satisfaction survey Student satisfaction survey Website visitor survey 360 Assessment survey Myers-Briggs survey Pricing survey Tech support satisfaction survey Website content survey Website feedback survey Customer satisfaction survey Cancellation survey Consumer demographic survey Business demographic …
Generosity tied to value
I’ve been experimenting with value-pricing in my freelancing work and have had my perceptions of value-based pricing turned around after listening to over 6 hours of podcast episodes. In the past, I always wanted to be the robin hood of pricing. Steal from the rich (those greedy freelancers who charge thousands) and give to the …
Results: 10,000+ happy patients
We were approached by a manager of a group of private hospitals looking for systems advice on onboarding patients and getting patient feedback. We gave advice and implemented systems to manage the patient onboarding experience and to deliver NPS-style surveys that could be read in multiple languages. The results from the first 10,000 patients are …