MessageBase IFA Support Services
MessageBase understands that IFA’s in today’s financial services environment have significant pressure on their time in the form of regulation and general administration.MessageBase offers a range of front-office and back-office support services especially tailored to meet the demanding needs of the IFA community.
Whether you are a sole practitioner or a team of advisors working together or across a region we can ‘bespoke’ a package of IFA support services to enable you to spend more time with your clients and help you grow your business.
We pride ourselves on providing efficient and supremely professional services, but also with something of a personal touch – ideal for the IFA client environment.
These are some of the business benefits of MessageBase IFA Support Solution:
- reduced management overhead - you spend more time managing growth
- no capital expenditure - fixed monthly payments for core activities
- no office maintenance costs - focus your spend on business development
- no non-productive staff - the right skills when you need them
- location independence – be nearer to your clients
- always available - no worries about staff sickness, holidays, etc.
- no need for holiday cover - virtual office staff are here when you are not
- high and consistent service quality - we guarantee it!
- professional image - a key element of your customer service and brand
- lower costs - equals greater profitability
Front of Office IFA Support Services
Professional and consistent telephone call handling is key element in winning new clients and keeping existing ones. Your clients and other callers want to know that somebody cares about their call and that they will get a response. At the same time you don’t to take sales calls or be interrupted when in an important meeting with a client – managing your time efficiently is a major part of your success as a business!Whether you want simple message taking or a ‘virtual reception’ service for an office of 20 MessageBase has the answer.
MessageBase AdminDesk is at the heart of MessageBase IFA Support Services. It’s the central hub and back-office that takes care of your needs. You can use our telephone hotline to organise a mail-shot or get support from a virtual office PA.
The MessageBase back-office can relieve you of many of those repetitive administrative tasks that keep you and your colleagues from focusing on and meeting with your clients. These can include: