Business in a Box: an integrated solution for financial advice businesses
Business in a Box (BIB) is a suite of tools to help build and ensure the efficiency of a financial advice business. It is a flexible solution, scaleable to business size.
All tools work together to provide a fully integrated solution, or alternatively a ‘pick-and-mix’ approach can be taken where businesses simply select the tools they need.
The BIB toolbox
The BIB suite of tools is currently comprised of:
Financial Driver – Client-interfacing, visually interactive software designed to improve your conversations with clients. It will help transform the way you meet and make decisions with your clients by creating trust, engagement and client-ownership of decisions. In addition, Financial Driver will improve your clients’ outcomes, your advice work flow and your business profitability.
BasePlate – Adviser CRM system with added functionality for AML compliance, financial product management, compliance auditing and vetting.
BasePlate commission payment module – Enables efficient splitting of commissions and payment preparation.
Radar – Online CPD portal with CPD compliance options, providing one place for CPD planning, training and tracking. Can be re-skinned to reflect your brand.
Compliance – A complete or partial solution, including options for monthly support, and provision of help desk facility.
Templates – Advice templates, including SoAs, for those already in business, plus templates for those just setting up/starting out (for example disclosure statements, ABS templates, professional practices templates, and business operations templates etc.)
Suitebox – A client/adviser virtual meeting room and portal that will help you grow your business faster and build stronger client relationships.
Licensing solutions – Assistance for licence applications, from full support to simply provision of templates and advice.
These tools work together to support advisers and their businesses.
Benefits of BIB
The BIB toolbox provides solutions to help advisers and their business:
Increase efficiency and productivity through the use of smart technology solutions.
Meet licensing requirements through the use of systems that will help ensure ongoing licence obligations are met.
Improve compliance by embedding systems and processes in the business that keep advisers and the business compliant.
Move to a collaborative advice process where the adviser works with the client to develop financial solutions, resulting in increased client participation, buy-in and satisfaction.
Find out more
Contact us to find out more about the BIB toolbox and how it can help you and your business. We will:
Scope and price your requirements;
Build you a tailored solution, creating your personalised toolbox;
Implement your chosen tools and train your staff, and
- Provide ongoing support.