Posted July 15th, 2015
One of the largest financial advice networks in the UK has selected be the brand to help manage their advisers’ financial promotions. A different approach than the standard financial services client, they had an extra workflow configured to allow advisers to upload their marketing promotions for review and approval. The corporate office financial promotions team are alerted to review / approve upon submission. There are different SLAs for different tiers and all progress is quickly available on-line with user-specific dashboards.
Be the brand configured an extra work flow to meet the specific requirements for this process while still allowing other users to operate a standard workflow for internal, corporate use. The integrity of the core functionality is maintained for both sides of the operation and transparency for all workflows remains intact.
Contact us today for a quick chat or an on-line demo. See how we can help streamline your financial promotions process.