SERVICES
- Appointment and diary management
- Managing client reviews
- Meeting pack preparations
- Issuing and follow up Letters of Authority
- BSP Management
- Marketing Campaigns: E-briefing, Marketing Bulletin, Investor, Birthday Cards & Christmas Cards
- Application Processing
- Voyant, Curo and Analytics
- Illustrations
- Chasing Pipeline
- Switches and Encashments
- Suitability Letters
- CFRs for submissions
- EBS submissions
- Processing Applications
- Mortgage or Protection Cases
- New and Repl. Business Processing
