Intelligent Interface - Benefits for Advisors
Personalized account enables direct access to the innovative and unique system:
Contact database
- Input and update personal and contact information, skill set, experience, key words, biography, availability so that clients can find you or request an engagement.
- Provides information to the sales and marketing team so that they can find appropriate engagements for you
Engagement
- Identifies open client requests so that you can apply for those that align to your skills and experience
- Provides you with project information to ensure that you are well prepared
Administrative Support
- Online tools to ask questions and provide feedback on assignments
- Request payment
- Secure system that ensure all proprietary information is safe
- Provides detailed summaries of assignments and payments
- Online terms and conditions ensure compliance for each assignments.
