Within the Financial Services sector, due to compliance regulations, the amount of administrative work required to keep up to date with your records can be time consuming; Hanssol will work with you to manage the mountains of details that come with running your business, and free you up to do the developing, strategizing, connecting and growing that you need to do to take your business to the next level.
Task We Can Do For You Include
Manage communication and scheduling between you and your clients in a consistent, professional way.
Create, maintain and report on your client information through any cloud-based platform.
Work with your clients to resolve enquiries & queries promptly.
Generate quotes, proposals and sales materials that are clean, compelling and accurate..
Generate and distribute information around invoicing, client retention, profitability and more.
Manage projects and processes to streamline your business operations.