Consultants CONSULT, Not Do Paperwork

A typical financial consultant can’t escape from spending the time and effort to plough through the voluminous paperwork.

Filling forms, applying for approval, compliance checks, getting signatures and all that mean time away from focusing on, listening to, and being present for more people you could have helped make a difference to.

At Financial Alliance, it’s different. The Electronic Financial Compass (eFC) system, developed in-house at Financial Alliance (like its many other sysems), are developed for consultants with clients’ experience in mind.

eFC serves as an enabler which overcomes geographical distance and time constraint.

Everything administrative – from extracting and transferring client data, opening new cases, updating cases, accessing latest product information, submission, approval, e-signing, submission checklists to performance tracking and helpdesk support – is all encompassed in one constantly updated system that’s readily available on any laptop or mobile device.

That means greatly reduced waiting times, less room for human error, and way faster and more efficient handling of “all the admin” during the fulfilment process.

And the cherry on top? This support is provided at the company level, which means there is no cost to you to develop or maintain this system. You simply get to do more of what you do best – making a difference to real people, real lives.

In this episode, Jonathan Low brings you through the nitty-gritty of the eFC system.