For the advisor, who can access his client's data whenever and wherever he wants, thus optimising his working hours.
The advisor can use this time to provide better service to his clients and also, why not, to be able to bring in more clients in less time.
Personalization
As a maxim in australia email list any business, every customer wants to feel well looked after and special. The perception of service quality often depends on personalising and adapting to customers.
This is something that advisors have been doing for decades and that must be maintained in the new digital paradigm.
Technology makes it possible to offer each client the functionalities they will use without complicating the management process.
If a client needs certain functionalities such as stock control or projects, they will have them within their Anfix account, while if they do not need them, they will be deactivated.
