You might lose your keys, but not your documents

Lost Keys

Unstructured data is notoriously difficult to organise, but a necessary part of the advice process.  Files, documents and emails should be collected, recorded and stored against each case in a structured manner that allows easy and secure access along with the option reorganise these in an efficient and logical manner.

Of course, organisation and structure only come to fruition not during the exercise of recording and storage, but when you actually need it.  It’s not dissimilar to finding lost keys.  Do they have the magical ability to disappear or wander off, or are they exactly where you left them in the first place?  For the forgetful initiated, the bowl by the front door or key rack is your first defence, and in the CRM world, it’s the 360 Case Record.

By default, the 360 Case Record provides a secure repository and structure based on what actions you’re performing at the time.  Documents related to opportunity are stored against the appropriate opportunity folder, likewise with Sale Events where snapshots of the FactFind, documents provided by the client and the Suitability Report are stored in the appropriate Sale Event folder.  This brings a natural clarity when dealing with documents during the advice process.

Into the fulfilment process advisers, administrators and compliance staff can easily peruse and reorganise documents in a ‘File Explorer’ style environment with the ability to create folders, sub-folders, copy or move files, and view in different styles or organise by date, all within an interface that virtually most people are already familiar with.  Add the option to then search documents and we’ve gone beyond the key rack or bowl.

If you would like to find out more information about the 360 CRM, or any of the features in the 360 Lifecycle product suite, please do not hesitate to sign up to one of our free training webinars, or alternatively, please contact our friendly support team, who are happy to help with any product queries.