Maximise the Relationship with your Intermediary Customers

Unlock smarter ways to manage intermediary relationships. This session explores how finova CRM users can automate onboarding, streamline communications, and gain real-time visibility into performance — all while saving time.

In this webinar, finova CRM users will learn how to optimise their intermediary management process from start to finish. Discover how to:

Automate onboarding, verification, and communications for new intermediary firms
Use workflows to complete key tasks with minimal manual input
Improve productivity through effective diary and activity management (e.g. BDM visits, newsletters)
Leverage KPI reporting for better oversight and decision-making
Utilise business intelligence tools to monitor activity across all levels — from individual RIs to entire networks
Communicate effectively across multiple channels including email, letters, and SMS

Perfect for networks and distributors looking to enhance their adviser experience while improving internal efficiency.