pfireStorm

We love seeing our following growing 🔥 Thank you to all each and every one of you! #crm #businesscontonuity #knowledgemanagement #cloudsolution #documentmanagement #clientcommunication

Information security is one of our top priorities 🔐 Data encryption, password protection and audit trails are just a few of the measures in place within the pfireStorm system. #informationsecurity #cloudsecurity #cloudbased #internetsecurity

True #centralisation and #collaboration is enabling your clients, yourself or your administration staff to update information in one place. Add your client objectives to use in our integrated #FinancialNeedsIllustrator #crm #financialneeds #financialservices #financialplanning #ifa #financialadvisor #businesscontinuity #knowledgemanagement

Do you battle with fragemented records and relationships? Use pfireStorm to centralise your information: 🔥 Emails 🔥 Documents 🔥 Activity audit trail 🔥 Profile data 🔥 Calendar & diary 🔥 Product information #businesscontinuity #knowledgemanagement #crm #clientrelationship #clientrelationshipmanagement #cloudsolution

How often do you communicate with your client base? 🔥 Send personalised emails and SMSs to thousands of clients at once 🔥 Automatically file every communication without doing anything 🔥 Use specific fields in their profile to populate their communication 🔥 Receive responses directly back into their profile 🔥 Use email and SMS templates to make it simpler Make communicating easy for your whole value chain. #cloudbased #crm #communication #clientcommunication #clientrelationshipmanagement #businesscontinuity #email #sms

#AnnualReviews are a matter of compliance, let alone good client service. Many #financialadvisors struggle to track and carry out their annual reviews for lack of a good system. If you're struggling in this area, reach out to us. We would love to chat 🔥 #ifa #financialplanner #crm #clientrelationship #faiscompliance #practicemanagement #businesscontinuity #clientservice

"Do you even document manage bro?" There are lots of reasons for a good #DocumentManagement solution. 🔥 De-fragment document records 🔥 Offsite backup solution 🔥 Centralise stakeholder access 🔥 Create uniformity If you're interested in any off these solutions, reach out to us #documentmanagement #documentstorage #documentsharing #cloudstorage #offistebackup #offsitestorage #riskmanagement #centralisedstorage

Proof that we have been at it for 15 years 😎🤓🔥 It feels like a time warp after finding this in the archives 💾🗄️ Well, we’ve come full circle with the menus down the left after having them at the top and dropping down for many years. #crm #financialservices #businesscontinuity #knowledgemanagement #relationshipmanagenent #saas

#CRM concept no.5 - 🔥 Effective communication 🔥 Effective communication makes relationship retention and ultimately marketing and sales practical and efficient. Clients do not mind to being marketed to! They just want to be marketed to in a valuable and relevant way. The best way to do this is to KNOW WHO YOUR CLIENT IS. If you know who they are, what they want or need it then becomes easy to market to them. Marketing is not always about product or sales but sometime just about information. Telling your clients something that is helpful or relevant to them without trying to sell them something is a great way to build trust and perceived value. The sales will ultimately come. If you are informing your clients, they are able to make informed decisions and therefor the products and services which you offer will eventually sell themselves. KNOW your clients, be RELEVANT to your clients, add VALUE to your clients. This MUST be facilitated by #CRM #businesscontinutiy #clientretention #knowledgemanagement #valueproposition #informationmanagement #riskmanagement #financialadvisor #communication #marketingcommunication #sales

#CRM concept no.4 - 🔥 Client focused approach🔥 We've heard the buzz term "customer-centric" however, too often what clients want and what service providers do are not aligned. What better way to align your services and your client's needs than to ask your client what it is that they need, want and expect. Once you know that, it is as simple as giving it to them. A step further is to physically include your client in the actual process. For example, traditionally in an advisory business, the advisory would go to the client, explain some information and request some information from the client and then go back and do their job. What if information was freely available to the client in a portal. Where they could update and interact with information. Creating a collaborative environment facilitates a client focused approach. This should be facilitated by #CRM #businesscontinutiy #clientretention #knowledgemanagement #valueproposition #informationmanagement #riskmanagement #financialadvisor