Any crossed referenced data fields can be accommodated. An example may be a client over the age of 65 with an investment bond, a bond less than 5 years old, a low risk investor less than 3 years from retirement etc. The traffic light report is a simple document that isolates the data that is important to your project individually.

Cleanse Fact Find Information

• We will generate a ‘pre review’ pack that tells the client what the adviser knows about them and prompts the client to advise of changes.
• We can use this as an opportunity to bring an attitude to risk profile up to date.
• Most importantly, we will elicit real objectives from the client to be used by the adviser going forward.
• This will be produced as a document that can either be sent to the client or taken to a meeting with the client.

Produce the Review

• We will data harvest the existing policies to bring the information up to date.
• We can add any other functions required, such as cost comparison documents to help identify which clients could benefit from your investment strategies or cashflows, based on the agreed service proposition.
• We can design multiple review documents to suit multiple service propositions.
• We will generate a review document explaining the client’s progress towards their objectives and outlining information on each holding for you to have an informed discussion with the client.
• This will be produced as a document that can either be sent to the client or taken to a meeting with the client.

Case Closed

• We will update the back office system.
• We can even migrate clients from one system to another as part of the process.
• We will create suitability reports for any new business.
• Schedule for the next review date.

Timebank Review is the perfect mix of bulk and individual. If you’d like to find out more about this managed service, let us know what your plans are and we can build you an individual project.