If you are looking to buy or sell a book of clients you most probably have or will expend most of your energy and time on negotiating the purchase or sale and not so much time thinking about the actual ‘client’ transition.
The Wealth Axis team provide a range of solutions to make for a smooth transition for both you and your clients, whether it is preparing communication regarding a change to business structure, change of licensee or changing investments and/or platforms, Wealth Axis will work with you to design, implement and follow through to completion every stage of the process.
Wealth Axis have a comprehensive range of templates for both traditional postal method and electronic communication, we will spend time with you and your team to analyse and collaborate on your business requirements and client base to implement the most appropriate strategy for a smooth and seamless transition.
Wealth Axis understands that ‘transition support’ is not just about the clients but is also about your team. A transition to a new platform will mean understanding how that platform goes about processing applications, requirements and timeframes, all of which Wealth Axis can guide you through and adapt your CRM system to work within these requirements. Refer to our Client Administration, Xplan Customisation, Threads, Tasks and Coding services.
Transition Support is not just about moving from point A to point B, it continues for a period longer than initial implementation with ongoing support for an agreed period of time appropriate for that specific transition project.