Accent Helps Planners Manage their most Important Asset - their Customers

CFS  runs a diversified product portfolio whose customers generally fit into a well-defined age group. This group includes very wealthy individuals and successful businesses. 

CFS's biggest challenge was how it would effectively service its customers given a mounting level of paperwork driven by compliance.

In terms of customer management CFS were using contact management software. They had made the decision to evaluate a new system because they needed greater business efficiency.

Having experienced some issues in other software implementations CFS needed something that was going to be easy for everyone to work with – which meant that the system was intuitive to use and would deliver quick benefits to their staff. 

CFS also wanted to own the software vs. having it hosted on the internet, with the main benefit of being able to customise it to suit their specific business and being able to use it to better manage time…these were all important factors.

Interested in Knowing More about CFS?

CFS Financial Group has been operating in the financial planning industry for over 20 years providing high quality service to a variety of clients ranging from small business owners to high net worth clients. They provide clients with an exceptional range of services and financial solutions covering wealth creation, wealth protection, retirement planning strategies, home loans and general insurance to ensure you get the most out of your finances. Interested in knowing more about CFS?

Contact Accent Software now to find out how INSYTE for Planners can deliver these benefits to your business;