Our approach is simple and summarised in three parts:
Firstly, we enable you to build an understanding of every one of your clients – a single view of all the financial relationships and services those clients have with you.
Secondly, the Worksorted application make it easy for you to organise your client base, perhaps to segment those clients and to structure your service offer accordingly.
With that structure in place, Worksorted’s CRM and workflow tools then helps you day-in, day-out, to efficiently and in some cases automatically create, track, store, file note, document, communicate and report on every step of your financial service delivery.
The Worksorted offer is a unique, tailored CRM along with a range of support services offered to Australian advice firms. Firms with a blend of accounting, financial advice and mortgage services.
Let us help you build a better, more organised and more profitable business.