360 Office

360 Office, part of the award winning 360 Lifecycle software suite, is culminated from 15 years of focused development and refinement to provide holistic solutions to the Financial Services sector. 360 Office addresses many of the challenges faced by Financial Intermediaries creating tools that allow Principals, Managers and Administrators to support their forward facing activities and managed their back office operations. These include…

Performance monitoring where opportunities, written and completed business can be reliably tracked and monitored through a series of views on an individual, team or organisation basis. The ability to assign KPIs identifies strengths and weaknesses in operations as well as shortfalls in specific business areas and sectors.

Campaign Manager allows a variety of direct marketing materials to be generated and transmitted, such as email and SMS Text, or through traditional means such as mail. With a host of inbuilt templates and the ability to create bespoke templates, Campaign Manager gives you the ability to easily engage with your client base through a variety of channels.

Full access to administer your 360 experience from Advisers, Negotiators, Introducers and Administrators. Features such as Client Segmentation and Servicing Arrangements allow a broad control over Opportunity Management for Managers to assign to a custom set of Case Records.

Compliance Manager allows managers to ensure that aspects of the sales process are managed to the organisations compliance standards.

And a host of other features unique to 360 Office: import lead generation from a variety of sources. Task management and reminders to Administrators, Workflow functionality to compliment the Sales Team and the Admin Review to track the progress of on-going applications during the Sales Fulfillment process.

Looking to move your business onto the next level? Contact us today to find out how 360 Office can change your business.