Task Management
- Alerts can be set for regular of ad-hoc reviews - Vital tool for ensuring service proposition is delivered
- Different hourly rates can be assigned per User (Adviser, Administrator etc)
- Tasks can be relayed on and dealt with by multiple Users
- System calculates time spent per client and calculates profitability
- Efficient time management can aid profitability within an IFA practice
Intelligent Office 2.0 makes keeping up to date with personal and allocated tasks easy to achieve as Task Management not only logs all tasks in an instant access format but also flags them as appropriate. Also, you can assign the tasks from one user to another to ensure client requirements are always met.
If you operate a fee-based businesses you will find this a particularly useful tool for keeping up to speed with accrued fees, as you can see exactly who has been completing each task and how much time they have spent on each action.
In addition, you are able to generate documents from these tasks, thereby reducing the time spent on day-to-day administration and, using the Management Information suite, all task data can be mined to give you vital business efficiency information.
“The results since using Intelligent Office have seen us running a more effective, streamlined business and we have become more efficient and productive. We are now able to write more business and spend more time with our clients, which we believe is fundamental to offering a quality service. Also, by using the tasks within the system, we are now finding we can offer a neat faultless customer service as we have all tasks diarised, followed up and clearly evidenced."
Invest Southwest