IFA’s know the importance
of accurate financial records and customer information.
FinancialBase is specifically designed for IFAs and manages this data
in one
central location to enable more information to be maintained for all customers
and for this information to be managed and used to enable more customer
contact
and the user to have all information available instantly.
As with all DNA products it is extremely easy to use with no previous
database experience needed to be able to use all
of the benefits available. This product provides the IFA with the ability
to
manage their entire customer and business information
to enable them to reduce paperwork and deliver quicker
and more effective customer service and
therefore potentially allow them grow their business.
