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| Virtual Walkthrough of Cressanda, NOIDA office. |
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| ClientSweep |
| ClientSweep is our client data service. Incomplete or inaccurate client data means you're probably losing renewal commission (see Reconcile) and you certainly can't effectively generate new business from it.
ClientSweep is a modular outsourced service to deliver the data:
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collection & transfer |
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cleansing |
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reconciliation |
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consolidation |
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analysis & reporting |
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processing |
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Example: |
Assuming:
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Average income per new client case = £250 |
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Cost of data work = £1.00 per client (number of clients irrelevant) |
An increase of 0.4% of new client cases in the first year will 'self fund' the cost of the data work.
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1,000 clients @ £1.00 per head = £1,000 for data work. 4 new cases in the first |
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year (0.4%) will generate £1,000. |
This is linear, so changing any variable gives perspective:
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@ £250 per new case, if cost of data work = £4.00 per client, 1.6% of new, extra |
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cases will make it self funding - 16 new cases in year 1 |
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@ £500 per new case, cost of data work = £4.00 per client, 0.8% of new, extra |
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cases will self fund in year 1 - 8 new cases |
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| Application |
Our application processing service includes:
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Life, Pension, Investment |
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Mortgages and other loans |
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General insurance |
There are number of areas where cost savings can be achieved without compromising on the quality. Retaining your customer facing functions in-house, you can outsource:
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All forms of data entry |
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Data quality checking |
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Credit and other checks |
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Account management/ changes |
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Account closure |
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