Keep Your Clients Happy
Sometimes it feels like clients think you have a financial crystal ball. It’s a big responsibility to manage multiple client portfolios in an ever-volatile market. Client expectations can be far from reasonable, and emotions run high when it comes to money.
With eFileCabinet, you can immediately access original applications, documents, and client notes. Larry Boyd, Founding Partner of Oak Bridge Financial, LLC, explains this benefit:
“Often when I’m sitting down with a client, and they have a question about a policy or an account, they don’t remember our conversations from last year or years earlier. With eFileCabinet, not only can I look up the current situation, I can go back to the original application and notes and say, ‘Well, you know, originally this is what we discussed.’ That’s a big value.”
Ease client concerns and avoid the ‘broker blame game’ whenever there is a question about a policy or an account. With immediate file access, potential issues are averted through easy proof of documentation.
The volume of files and information you’re responsible for can be staggering. Storing and managing financial documents in paper format is simply no longer viable for most companies.