Show me what you have done for other clients like me
This sounds like me, but I am not ready to get going just yet
This sounds like me. I would like to know a bit more about The Timebank before going ahead
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.
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’).
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?