1st has a team of Business Consultants who are dedicated to offering consultancy services to existing and prospective clients. The Business Consultancy team has a wealth of experience in the industry and is fully equipped to assist you in making the very most of your system.
1st Consultancy Services include:
- Single Consultancy Day – designed to look at individual specific areas of the system (usually in isolation) - for example, Management of Leads. Also an individual day can be booked to look in depth at a specific process, for example Client Reviewing.
- Business and System Audits – a detailed analysis how your business currently utilises Adviser Office, with the main focus on looking at how the software is being used and an analysis of whether it currently supports your business processes.
- Commissions Troubleshooting – month end and technical consultancy.
- Workflow Management – process mapping
- Full Procedure Writing
- Data Cleansing and Data Analysis / System Set-up
- Implementation Packages and Tailored Consultancy Packages
- Company Take-overs and Mergers
The aim of the consultancy is to ensure that Adviser Office is implemented into your organisation in such a way that it fully supports your business' requirements. The focus is always towards ensuring that the system provides you with efficiencies within the daily process, affording an increase in productivity.
If you would like any more information on consultancy services please click here
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IFA
Employee Benefits 
Adviser Office
