To what extent can technology benefit your business?
Soaring RDR (Retail Distribution Review) implementation costs and potentially falling revenue streams are a major concern for adviser firms. The Adviserwise eServices Planner can help business owners in their development of a strategic business plan that uses technology to cut costs and deliver a viable service proposition to clients in the post-RDR world.
The eServices Planner provides a projection of what your business could look like, 3 years down the line, once you have adopted eServices into your business processes. You will see the potential impact on:
- Annual Net Profit
- Monthly Cash flow
- Business Value
- Future Staff Capacity
eServices Planner Final Report
Once you've entered your information, selected the eServices you wish to introduce to your business and seen the results, you can download a report. This detailed report can then be used to assist in a business case should investment in new software, staff be required to achieve the long-term results.
Contact eService Suppliers
Making positive, active steps towards adopting eServices into your business processes is also made easy with the eServices Planner. On the Final Step (Step 3) you are also offered a contact form that can be sent to suppliers of the eServices you have selected. Once submitted, the suppliers (these can be back office systems, portals and/or product providers) will receive information about the eServices you are interested in and, by email will in turn contact you to discuss the next practical steps.
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