Offering to help manage clients
The Adviser Platform (TAP) has announced its next service to help advisers deliver outstanding customer platforms to ensure they are meeting their servicing obligations.
From April 01, TAP will offer an annual review phone call assistance to clients to prompt a review or offer a reminder of other services the adviser can assist them with.
TAP managing director Ryan Edwards (pictured) said he was excited to launch the new offering.
“Advisers with large client bases are under pressure to demonstrate an adequate level of servicing is being provided to their client bases, but often lack the time or resourcing to manage it effectively,” Edwards said. “This service helps advisers demonstrate their ability to service their book to both the providers and the regulator, and also aids in creating a more valuable database as client contact details are checked and updated.”
Other benefits of the service include driving referrals and improving client retention via a personalised touchpoint.
“All information is recorded in the adviser’s CRM against the client file as a permanent record of outstanding customer service,” Edwards said.
He said TAP understood that ongoing customer servicing was paramount for advisers wanting to maintain an FAP and keep an engaged client base. Also, advisers with large or rapidly growing client bases must demonstrate they have both the time and resourcing to suitably maintain client relationships and attend to their requirements.
“This service allows them to access professional help to deliver services to clients, without having to recruit, train and manage staff. The service is a cost-effective way to prove they are servicing clients, and also provides an opportunity to explore other avenues to add value via other products or services,” Edwards said. “By using this service, advisers can spend their time delivering advice and growing their clients, without having to juggle all aspects of the role.”
The service is professionally managed by the NZ-based team with all information recorded as a permanent record of the service the adviser is offering clients.
“This service is another example of our desire to provide a market-leading suite of tangible services to our adviser partners to ensure they are running outstanding advice firms, allowing them to focus on delivering great outcomes for their clients,” said Edwards.
