FIS can work with you to design specific campaigns to extract maximum value from your client database and to assist you in servicing your clients more effectively. Our current clients are enjoying happier, more satisfied clients who believe their particular service provider offers value for money and ongoing care.
Our solutions include, but are not limited to the following:
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Providing outbound calls to clients of large financial institutions offering Wealth Protection (Risk) Solutions
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Working closely with financial planning organisations with medium to large client books offering to locate and consolidate their lost super
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A data cleanse and Financial Health Check to clients of financial planning organisations who have not been contacted for a long time offering an appointment and review of their financial situation.