Automatic prompts that negate the need to chase
Our new portal has been designed to accommodate the essential information required as part of the current industry hot topic – Material Information guidance – allowing you to keep track of compliance progress. All vendors can use the new system to submit this information digitally, removing the need to chase up outstanding paperwork and final reports are transferred back into the movebutler system, available to be reviewed at any time.
A light touch notification journey has also been added to the client portal, so clients are alerted when steps remain outstanding for their onboarding. This system will foster a more efficient and profitable operation, freeing up time for other tasks, and negating the need to chase outstanding actions. If you need an understanding of work in progress, you can track it through the client overview page.
One of the innovative aspects of our new platform is its presentation of additional services directly to clients, at the right moment. Clients can access these services at any time to update their preferences, taking away the need for you to chase those leads.