Prospect
Case management platform
- Integrated CRM
- Whether your business is client or case focussed, Prospect allows you to quickly and easily find the file you are looking for.
Developed in partnership with some of the industry's most respected figures, Prospect is a suite of web-based tool aimed at providing financial service and client-centred businesses a web based client management system. The software accommodates a full range of services, from day to day case management, e-mail and sms marketing, collation of mandatory Regulatory reporting and management information.
Custom modules for Mortgage Brokers, Insurance Brokers and Financial Advisors are all available to integrate into the core, client-centred admin system.
Being web-based, it is ideal for organisations that have out of office employees or companies that wish to offer on line services to clients, such as case-tracking through a website. The modular nature of the system means that Prospect can be deployed for any sized company - from a one man mortgage brokerage to a group of financial service firms with 1000 employees. The software is always fully tailored to suit specific needs, and can be integrated into existing data management systems.
In the days of FSA approved digital archiving, we can even help set up your office to make the very most of the advanced archiving features of the software.
