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The company Im dealing with is involved with financial planning. They provide specialty services to 3rd party clients as a means of private label. Basically, a financial firm would approach them to handle a special service for one of their clients, The company would then perform this service as if they were the firm that hired them. Sort of like an outsource for financial firms (but not really).
The software weve proposed for them is to manage all their clients, contacts, 3rd party contacts, and so on
all members of the company should be able to carry on a conversation on any topic or sub-topic, for any case
Hopefully the outline below will clarify.
Objective:
A single web-based solution to manage all case related material, tailored to the companys business model:
establish the progress stage of any and all cases
manage contacts, clients, advisors, institutions on one central platform
communicate with other company employees efficiently and from anywhere In the world on specific and/or general topics through discussion posts
eliminate the need to cross-reference client names, case numbers, agents etc.
have all your information easily sorted, searched, and printed
Features:
manage any number of cases with each cases holding:
a single or several clients (with individual/personal info)
a reference to an advisor (with individual/firm info)
store dates for the following:
o client info submitted
o presentation target
o delivered to advisor
o client response required
o client decision
Proposal details:
o Loan amount
o Reference to Lender (with individual info)
o Reference to Insurer (with individual info)
o Policy face amount
o Initial Deposit
o Annual Deposit
o Proposal Delivered by (company employee)
Each case will be equipped with a Modification Request Chart that will store the following:
o Client-request description
o Date of request
o Date that the modification is provided
o Reference to discussion for this request **
And finally, a Client Decision (Y/N)
manage all aspects of 3rd party involvement: Insurance for each case, client:
Date submitted
Expected EC Commission
3rd party Agent name
settled
manage all aspects of the lending process for each case, client:
loan amount
lender
submitted date
approved date
accepted by client date
manage all clients/contacts/advisors/lenders:
name
profession (accountant, lawyer
)
address, phone, cell, fax etc.
firm name
reference to discussion for each contact/client/advisor **
** Discussion notes:
Any and all aspects of the system can carry a conversation among company employees.
Discussion notes can then be viewed and sorted either by case, client, contact, or topic.
For example, case specific notes will hold the following:
each note will stem from a root topic such as:
o commission
o medical
o financial
o lending
o closing
o general
a reference to the case
date and stamp of the post
the posted note
a post heading
the user that posted the note (i.e. Tom)
Another note holder will focus on contacts such as Lenders and Insurers. This will be non-case specific:
each note will stem from a root topic such as:
o insurer
o lender
o advisor
the name of the contact
the posted note
a post heading
(optional - case reference)
posted date and stamp
user
Client modification requests will also reference a note holder. Each request note will contain:
case reference
client reference
request reference
posted note
post heading
posted date and stamp
user
Admin and security features:
Access to the system will be of a secure nature. Each user will be equipped with a username and password.
2 levels of access will grant most users the ability to add and modify content on the system, with a special level of entry for admin users that can:
add and modify content just as regular users
add new contacts (i.e. lenders/insurers)
delete or modify posted notes
create and manage system users
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