Ifa Back Office Working Solutions

IFA Back Office Working Solutions can assist firms who are either setting up a new back office system or cleansing their existing system - but do not have the internal resources to achieve the desired outcome. Support from software providers and specialist firms can often come at a high expense, be that from both a monetary and/or time perspective. IFA Back Office Working Solutions’ aim is to provide cost effective, high quality help and support on either a one-off or ongoing project basis. Having worked in IFA practices over the years I appreciate the problems firms are faced with in terms of allocating such time-consuming projects and tasks which are still important – but there are no internal staffing resources who can take these on as a priority over day-to-day business. Based in the Northwest, IFA Back Office Working Solutions have experience in, and can advise on and/or assist with a number of solutions including- · Data cleansing · Data migration · New system set-up and configuration · ‘Work Smart’ for new business processing and ongoing servicing · Preparing plans for obtaining successful electronic/bulk valuations · Producing bespoke processing manuals · Providing training in relevant areas of the system to staff members · Problem solving For further details contact Lynda Willans on 0161 613 2456 / 07970 998 884 or email lynda@ifa-bows.co.uk