Because you really do all your work in fspOFFICE™ we can only highlight the main features of the system.

The stakeholders that we are going to be talking about can refer to

• prospects
• clients that are consumers or Brokers
  
• customers (not yet doing all their business through you)
  
• your contacts at product providers
• contacts at other providers (auditors etc)
  
• shareholders etc
  

Do not be concerned - your system will have the appropriate product providers pre-loaded and if you provide our technical department with your clients' contact details we will upload that for you.

Here are the most important features:

Workflow you can do yourself

• If your business processes are in writing you can very easily load them into the system.
• If they are not in writing we will show you how to achieve that as you work
• A multitude of benefits flow from that single action. You do not need a technician to load them, or tweak them afterwards. So at no additional cost you can gradually improve the way that YOU do business
• Make some of the steps in a process compulsory if you wish - your CO will like that.
• Delegate steps to certain Positions or Groups in your business automatically
• Create automated communication as part of any process
• Where appropriate specify questions that the client must be asked into a task or step
• Where necessary specify what a client must be told into any task or step
• Write 'HowTo' information into any task and step - on the job training!
• Set the number of working days allowed for each type of task
• Delay a step by any number of working days

Control by management

• Have control of your practice 24/7 - from anywhere, it is web-based
• See at a glance whether your staff are coping or not and take action pro-actively.
• Monitor completed tasks within the time period agreed and identify possible problem areas.
• Exercise control in real time over what is happening anywhere in the world without staff involvement. Making staff aware of your ability to do this obviously increases productivity
• Minimise the risk of staff disrupting/sabotaging business information and documentation
• Web based with no cost of upgrading hardware or software in future
• Offsite storage and backup
• Affordable

Communication

• Handles all correspondence with stakeholders - email, sms, fax, letter etc are linked to the stakeholder so as to ensure easy retrieval and create a complete communication audit trail.
• When a stakeholder sends you an email it will automatically be routed to fspOFFICE™.
  
• If the stakeholder replies to a mail or sms sent from fspOFFICE™ it will automatically be associated with the task at hand.
• Use templates, even for emails and sms's

Document Management

• Recordkeeping is automatic and shortcuts to these records are created in four different areas to increase the visibility and ensure that the record will be found even many years later.
• All existing documents can be scanned and stored- you can get as close to running a paperless office as you wish to.

Work in ONE place

• The system is designed in such a way that you are able to do all your non-technical work in one place, with all the advantages that simplicity gives you.