We want to help your financial services businesses thrive by giving you the tools to achieve your goals, as well as manage day to day operations. Our industry first Introducer Lead Management system will ensure leads are easier to come by, simpler to track and even more profitable for your business. Not only this, but Introvice can completely run your business from day to day actions right through to high level strategic planning.
Introducers can have a variety of options in front of them when it comes to referring clients for Mortgages, Insurance, Investments and Pensions. We want to make YOU their financial adviser of choice EVERY TIME. That’s why our system couldn’t make it any easier for them, as well as you.
For you:
An attractive tool to on-board new introducers
Email notifications for all new leads
Management information on lead performance
Report on Commissions due
For Introducers:
Mobile App to submit leads within seconds
Log-ins for an Introducer Portal to submit and track leads
Regular Updates on lead progress
Real time view of Commissions due
It’s not unusual for Financial Services businesses to use an amalgamation of Excel spreadsheets and Customer Relationship Management systems. The time wasted in duplicate data input and locating the information you need can be frustrating and inefficient. Introvice is built to have everything in one place and accessible from any location, whether working from the office, from home or a mobile phone in between appointments.
Understanding where your income is coming from and being able to predict future revenue is key to financial planning for your business. Introvice gives you the visibility of your pipeline enabling you to plan ahead and motivate your team to always be that step ahead.
Having only joined the Financial Services sector recently I’ve got to say Introvice has made everything so simple to understand. I can instantly see how the business is performing and it’s laid out so logically and tailored to the industry that it’s been so simple to pick up and run with from day one. From viewing day to day actions right through to analysing future pipelines, it’s truly first class.
Roger Stanbrook, St Barts Finance Ltd
Introvice is a fantastic tool for helping us support our clients and communicate with them so they are getting the best levels of service. The system allows you to effectively manage tasks and communication across team members even if you are working remotely. The icing on the cake is the introducer app that allows you to build relationships with introducers, regularly update them on client interactions and pay them if you have a referral agreement in place, all through the system. This is a CRM system that is perfectly tailored for mortgage and protection advisors.
Neil Kentish - MBA, BSc. Hons, CeMap
Mortgage & Protection Advisor
Create Introducer commission statements every month with a few simple taps on the mouse and this will provide you with a list of Introducers to pay (which can be uploaded to your bank if needed).
The ability to see lead and client statistics, conversion rates, revenues and pipeline values.
Actions can be set on every product (for yourself or any member of your team), to ensure that all business is chased to completion. This enables you to see your own or other team members workloads and the ability to prioritise or re-assign tasks accordingly.
New clients are automatically created in the CRM on Lead Sign Up and all financial information is populated into Pipeline Management (including building External Pipeline values for your introducers).
Automatic email updates sent on Lead Progress to your Introducer(s) at various stages and also internally for Re-Mortgage opportunities and Client Servicing.
A simple to use system that Introducers will love as much as you do. Captures all notes, contact details and appointments – linking with Microsoft Outlook for diary management.
