Tomorrow’s advisory clients today
@FinlertApps
Pete Horder & Nathan Harper, Co-Founder’s, Finlert Pete and Nathan are focused on creating easy to use, simple products, that are heavy on benefit and light on your organisation.
Introducing a new affordable way to be across all of your clients, all of the time Advisory services can put considerable resource and cost pressure on firms, this can lead to the service only being for select clients. By broadening the service base, firms have a considerable opportunity ahead.
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ccountants know that their ability to provide a client the right advice at the right time can be the difference between them flourishing or failing. But how can business advisors help clients achieve their goals if they don’t have regular exposure to their financial operations? Finlert has created its latest product OverSight, to give business advisors a commerciallyviable umbrella across their entire client base. It torpedoes management time and enables advisors to maximise business opportunities and better manage risk. In one easy to use dashboard, OverSight offers you access to all of your clients, all of the time. By presenting lead indicators for all clients, OverSight supports
the regular servicing of premium This means it can be used as a clients, but also enables easy daily monitor or even an end of reference to the financial position period tool. of clients not serviced as regularly. For the business advisor Let’s walk through this provides upsell some features… opportunities, Thresholds enable happy clients Comparison advisors to set and increased periods the tipping point client loyalty and at which a client advocacy. Data from all metric needs clients is great, That client who is a but without attention. start-up today, could context it can just be one of tomorrow’s be numbers on a page. most profitable advisory clients. Comparison periods highlight where differences in the numbers What is Oversight? are either positive or negative compared to a like period. In simple terms, OverSight is a dashboard which will display Tags + owners metrics from all connected Xero files. The customisable overview Assigning Xero files to tags and or analytical view has metrics an owner within OverSight allows related to Cash position, AR / AP, data to be shown as needed for payroll, and organisational data. an individual practice. Common examples are to create tags for things like industry and service package. Then with a few clicks you can see the status of all retail clients on a quarterly package who are assigned to you. Thresholds Thresholds enable advisors to set
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