Financial Services news

For those businesses using Worksorted alongside Financial Mappers, the integration will provide an efficient process for ensuring all client files are updated in Worksorted when client communication is sent from your Financial Mappers profile. Worksorted has a custom export embedded in the CRM which allows client details to be exported individually or in...

Marketing your financial advice firm is something all practice principles and their staff should be actively doing. With so many avenues to deliver your marketing messages, it can be difficult to understand which channels best suit your business and what messaging will connect with your...

Over the past 10 years the Australian financial services industry has been rocked by significant changes to legislation and extreme tightening of regulation. It’s caused enormous disruption to the way financial planning firms engage with their clients and provide advice. The cost to service clients has...