Our services are designed to actively minimise the effort involved in client data entry and document production; providing an accurate, efficient and comprehensive approach – encompassed within a contemporary cloud-based service.
If your business relies on handing referrals or managing prospects then our CRM facilities are designed to help you.
Referrers or Initial Instruction Takers can provide detailed information about your prospect, which can be loaded directly into your case within Swift without the need for re-keying or duplication.
We understand that learning a new system can be daunting so, we provide you with step-by-step tutorials plus context-sensitive user guides to minimise the time it takes to start using our service.
Our case tracker facility allows your to monitor the progress of your case-work to ensure that client and company service levels are maintained at all times.
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, allowing standard client letters to be generated instantly along with a Letter Template facility to allow company-specific letters library to be created and managed.
- Step-by-step tutorials, videos, extensive context sensitive help and user guides are available as an integral part of the Swift service and also as part of a dedicated Swift Service Training website.
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to provide communication, data and document exchange between the Client and Client Manager.
With these two CRM facilities, the Estate Planner is able to create each new case using the information provided within the CRM Portal and thereby avoid any re-keying of information.
Automatic logging of transactions, case amendments and document production, providing a full audit trail of the activity taking place within a case.
