Businesses of all sizes are reviewing their systems and processes and need to introduce or upgrade their technology to improve efficiency.
The answer is SENRO, a dynamic, affordable CRM and business management software system, developed by Advisers for Advisers!
Book your presentation now if you are looking to:
- Improve business processing
- Reduce administration expenses
- Maximise the value of your existing client base
Book NOW for a SENRO
presentation in AprilGo in the draw to WIN
a DELL laptopA templated
Website package
Competition closes: 30/4/09
Winners announced: 1/5/09
SENRO provides:
- Client activity tools for TCF
- Maximise the client value through Email, SMS and letter marketing campaigns
- Single view of all your clients existing arrangements
- Full data capture for mortgages, insurance and financial planning products
- Pipeline management with full case tracking and client notes
- Diary management for new referrals, pending business and reviews
- Real time fund valuations via Morning Star
- Full commission and fee reconciliation for practice, advisers and introducers
- Free document storage and SMS*
- Analysis reports on practice, advisers and introducer performance
*maximum limits apply
SENRO is an online solution that has been developed using future-safe web technology and is perfectly scalable from a single adviser to the largest networks or lender branches.
Book now and maximise your opportunities for 2009!
Terms and Conditions of Entry
The Survive Thrive competition is available for Entrants throughout Australia. The Entrant must attend a SENRO presentation by 30/4/2009 to be eligible to win the prize. All Entrants who have attended a SENRO presentation will be entered in the prize draw. The prize will be drawn at 10am on Friday, 1 May 2009 at Suite 6, Level 9, 66 Hunter St, Sydney, NSW, 2000 with the winner notified by phone/email by 5pm on Friday, 1 May 2009. The total prize value is $4,000 and is not transferrable and not redeemable for cash.
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