Looking for SJP Data Cleanse and Client Engagement support?
Whether it’s making sure all client data is accurate and complete, ensuring clients are utilising their ISA allowances or keeping your client review data up to date, we’re here to help.
Services
You give the advice, we do the rest.
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About the service
Data Cleanse and Client Engagement Support exclusively for SJP Practices
Having up to date and accurate client data is key to the successful running of your SJP Practice. Our experienced team have designed comprehensive packages to suit all needs and these can also be tailored to your specific requirements.
This service will ensure you are meeting the requirements of St. James’s Place and the FCA and also help you maximise your Practice Quality Score. Furthermore, it helps to keep your clients happy and may also result in new business opportunities.
About the service
Why Choose this service
Accurate and Up to Date Client Data
We can help you ensure all your client records are complete and correct
Enhance your PQS
Evidencing your ongoing commitment to client servicing can help improve your Practice Quality Score
New Business Opportunities
By increasing client engagement, we can help you maximise your new business opportunities
Remain Compliant
We can help you remain compliant
Experienced Client Servicing Team
You will benefit from our experienced, dedicated Client Servicing Team
Solutions Tailored to your Needs
We offer a number of packages to cater for all needs and can also work with you to create a bespoke package for you.
Would you like to talk to a member of our team?
Choose a package to suit
Our Prices and Packages
Cost: £5 per client
Base Package
Set-up:
- Arrange access to your Salesforce and My Practice accounts
- Run a report showing missing data for the information you want, as agreed
- Work with you to ensure only clients you want contacting are contacted
Data cleanse
- Add notes to Salesforce against the client record
- Ensure deceased or gone away clients are noted as such to not contact them
Client contact
- Call your clients (up to 3 times) to gather the missing data
- Pass on meeting requests or book the client in your diary if we have access
- If unable to speak to any of your clients, writing out to them, collating and updating any responses
Updating of records
- Merging any duplicate records to ensure data is clean and accurate
- All communication tracked via Salesforce, showing your ongoing commitment to servicing, and ensuring your data is in the best shape to maximise your PQS
Cost: £7 per client
ISA Package
Includes everything in the Base Package plus:
- Run a further report highlighting clients yet to maximise their current ISA allowance
- Work with you to highlight any clients you do not want contacting
- Call the client up to 3 times and if unable to speak to them writing out to them
Pass on details of any clients that wish to utilise their allowance, provide the link to top up or book them in to your diary if we have access
Cost: £7 per client
Review Package
Includes everything in the Base Package plus:
- Highlight any clients with missing review dates, next review dates or review frequency
- For clients without a review date, we can assign one on your behalf
- We can call the client to arrange a review or will write out to any clients with no telephone number
- Update Salesforce with details of contact made, create the advice cycle and log the meeting. (For a separate fee, our team are also able to complete the review letter)
Cost: £10 per client
Ultimate Package
- Base Package
- ISA Package
- Review Package
We combine the three packages in to one complete package, for ultimate client engagement.
Would you like to talk to a member of our team?
Peter Greenwood
Greenwood Wealth Solutions
Our experience of Plus Group has been totally positive.
The cases have been allocated swiftly and all the para planners we have experienced have been not only knowledgeable but extremely helpful.
We are particularly pleased that we have been allocated the same paraplanner on a number of occasions allowing us to form a great working relationship with... View Full Testimonial...
Our Most Frequently Asked Questions
How do you get access to my Salesforce Records?
The packages above don’t quite fit what I’m looking for, can you still help?
When calling clients, do you call on behalf of my practice?
What if I do not wish for you to contact some of my clients?
Are there other tasks your Client Servicing Team can help me with?
Are there other Administration Tasks you can help me with?
Meet Your Team
Client Servicing Experts, Administrators, Gurus and more
Megan Bradshaw
Client Servicing Administrator
Megan joined Plus at the start of March 2021 as our Client Servicing Administrator, she aims to take on day-to-day client servicing obligations such as worki ... View More...
Jordan Sipiano
Client Servicing Administrator
Jordan Joined our Client Servicing Team in December 2021, bringing with her some great experience, having worked in the Financial and Insurance industry for ... View More...