Financial Brokers - How we Optimise for Opportunity

Financial Brokers - Optimise for Opportunity

 

Our service is a game-changer, not just for brokers and advisors but for their clients as well. By identifying untapped opportunities, advisors can increase client retention rates, improve client satisfaction, and ultimately grow their business. 

We will help you optimise your brokerage through the understanding & implementation of the most effective technologies that empower your team to save time & make more money, and be happier and more effective on a daily basis.

Optomize your brokerage book whist helping you stay compliant & best serve your clients.
Give owners a up to date 360 view of their business.
Implement effective internal & external communication & collaboration.
Enable advisors access to important info in a fraction of the time whilst NOT disturbing others.
Create, Secure, Share ,Verify & Sign Docs in the most effective & cost efficent way.
Creative Solutions to time consuming tasks
Create a go-to portal of information & education.
Create a Focused, Energized & Happier team
Implement Automation where at all possible.
Hold all staff accountable in an empowering way.

With our deep understanding of Monday.com we empower broker teams of all sizes to plan how they want their broker business to run on a daily basis at its most optimized level. 

We guarantee you’ve never seen or in many cases even dreamt of how a broker business can be optimised with this powerful mix of technologies & understanding of the industry. 

We are passionate about helping teams work on tasks that are productive and profitable to the company. We make this a reality with the additional skills & understanding of 2 of the world’s most powerful automation powerhouses “zapier” & “made”.

If we can’t connect it’s not worth connecting!

We also have a passion for helping each individual we work with through our wide range of expertise, while adapting the “Together is Better” and “Prevention rather than Cure” approaches from which everyone benefits.

Below is a selection of the many great companies we partner with & recommend you check out.

 

One place where everything is.

My team spends so much time emailing, calling, and in meetings, because we don't have ONE place where all our information is & end up wasting so much time trying to find it, share it, and update it. Collaborating is really a pain & we just keep doing what we know doesn't make sense even though we know it doesn't.

Direction

As a business owner, I sometimes struggle to get my staff to do their jobs. Sometimes it's their fault but sometimes it's mine due to bad communication methods & lack of clear direction given.

Mission

My business needs to run more efficiently. Daily tasks take up my team's time, & I wish a lot of them could be automated. I need our team to collaborate more productively so our business can be more profitable.

Vision

I know what I should be doing but need some help getting it done. I have so many other parts of the business that need my personal attention where I can add real value to my business.

Technology

I know there are tools out there that my team should be using to be more productive & which would save us hours each week & our business so much money. I'm not sure which ones work & haven't the time to work out which is best to use & how I can use them. I need to implement these technologies but don't know how to or how best to use them once they are implemented.

Sound familiar?

Reading "some or most" of the content above might remind you of someone??!

It's time to Optimise for Oppurtunity

If you are one of those "strange people" who still like to speak with a "human" why not simply scan the QR CODE to save the contact details of Oliver the owner (who by the way is also a QFA ) which gives him a unique understanding of how we can transform your brokers business. 
0878104040

As Qualified Master monday.com consultants, we can empower broker-owners & their staff to run the entire business on one collaborative platform with the additional integration superpowers of made & zapier. Unlike other limited “so-called solutions” out there, we employ the “reverse engineer approach” – asking what your business needs the technology to do for your business.  We then build your bespoke solution through this amazing ever-evolving, future-proofing platform.

It's time to Optimise for Oppurtunity. 

Digital transformation requires a shift away from traditional thinking and toward a more collaborative, experimental approach

Our main aim is to allow people to think more freely, without fear of judgment & encourage open and ongoing collaboration to solve problems & generate innovative ideas / solutions and in turn help implement them