When a prominent financial planning firm in Queensland needed to streamline their administrative tasks, they turned to The Legal Tech Company and The BPO Company for a solution. Here's how we made a difference:
Data Entry and Database Management:
Accurate data entry and efficient database management are crucial for financial planning. Our offshore staff took over these tasks, ensuring that all client information is entered and managed precisely, saving the firm countless hours.
Form Filling:
Completing forms can be a tedious and time-consuming task. Our team took on this responsibility, accurately filling out necessary forms and reducing the administrative burden on the financial planners.
Mailroom:
Handling incoming and outgoing mail was another area where we provided significant support. By managing the mailroom tasks, our offshore staff ensured that all correspondence was processed promptly and efficiently.
To ensure repeatability and maintain high standards, The BPO Company drafted comprehensive manuals for all these tasks. These manuals serve as a reliable guide for our offshore staff, guaranteeing accuracy and consistency in their work. The best bit? The manuals remain theproperty of the planners.
By partnering with The Legal Tech Company and The BPO Company, the Queensland financial planning firm has significantly improved its operational efficiency, allowing their team to focus more onproviding excellent financial advice and services to their clients.
