"We are ambitious and growing and need an 'engine room' to help us drive the business forward."

Lack of resource is the one factor that hampers growth more than anything else.

Since 2002, The Timebank have been selling both time and resource to ambitious businesses like yours.

With every £1 spent generating between £5 and £11 in increased revenue, engaging The Timebank isn’t a cost, it’s an investment that delivers real returns.

The Timebank can be your ready made, middle office ‘department in a box’ that you can deploy straight away and drive business forward. This is far more effective than employing additional people as we can scale up quickly and with zero fuss.

Case study

Customer profile

15 advisers producing approximately 3 cases a week each (180 cases a month). 

Frustrated that added compliance led to a drop-in productivity per adviser. 

Does not want to employ a new department of paraplanners. 

Has strict processes to follow.

Objective

  • To help the advisers see more clients and write more business.

  • To ensure targets are achieved.
  • Target no more than 25% of cases requiring remedial work (G3 or G4).
  • Target 5-day turnaround for new money reports and 15 days turnaround for transfer reports.
  • Target adviser satisfaction (majority ‘satisfied’ or ‘very satisfied’).

Delivery

Help the advisers see more clients and write more business.

The Timebank built a dedicated team.

Worked with the firm to adopt their templates.

Worked within the firm’s compliance regime.

The division doubled their turnover after 12 months of working with us, so we achieved our objective.

 

Target no more than 5% of cases unsuitable and less than 25% of cases requiring remedial work on the report (G3).

G1 – 45.4%

G2 – 43.3%

G3 – 10.5%

G4 – 0.70%

We achieved both objectives.

 

Target 5-day turnaround for new money reports and 15 days for transfer reports.

The Timebank operated within strict turnaround times and KPIs.

Monthly reporting and reviews between management.

We achieved our turnaround target on 98% of cases.

 

Target adviser satisfaction (majority satisfied or very satisfied).

We achieved an adviser satisfaction grading of 93.3% of cases as satisfied or very satisfied.

Ready to proceed?

This sounds like me. I would like to know a bit more about The Timebank before going ahead

Fantastic!

We mould our service to our clients, so we will give you a call and listen to your needs to make sure we can help you.

In the meantime, we will start off by giving you complimentary access to The Timebank Foundations Programme.

Being a guest client gives you the following benefits:

  • FAQs about the service
  • Due Diligence on us as a company
  • Access to our PRODMatcher tool, which solves the PROD problem
  • Access to our Due Diligence reports on providers and manufacturers
  • News, hints, tips and opinions sent directly to your inbox
  • Access to ongoing CPD video series

This sounds like me, but I am not ready to get going just yet

Timing is everything, we understand that.

We really want to be here when you are ready, so in the meantime, we would like to give you complementary access to The Timebank Foundations Programme.

This gives you access to a range of benefits:

  • FAQs about the service
  • Due Diligence on us as a company
  • Access to our PRODMatcher tool, which solves the PROD problem
  • Access to our Due Diligence reports on providers and manufacturers
  • News, hints, tips and opinions sent directly to your inbox
  • Access to ongoing CPD video series