In the world of financial advice, the most effective strategy to improve profitability is to retain and add value to your existing customers. Good businesses know that this will not only help a firm to grow its revenue per client, but will also lead to more referrals from those clients.

There’s been a lot of recent chatter about the way technology might be used to deliver various parts of the advice process, more cheaply and with greater scale. In time, these robo concepts will no doubt present both opportunities and threats to Australian financial advice firms.

At Worksorted, in all we do and in all our conversations with firms, we consider the changing shape of the financial services. Things may or may not happen quickly. With that in mind, our focus is firmly on delivering to the needs of advisers today. Building new ways advice businesses can deliver personalised service, advice and communications to their clients.

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.