April 2007 www.quaysoftware.co.uk
      Please distribute this newsletter to your colleagues
 
Tax Tables 2007-2008

New Model Adviser - FREE subscription

Windows Vista compatability

Training Services

Did you know...

Backing up your data

Customer Satisfaction Survey

Who do I contact at Quay?


Tax Tables 2007-2008

We have compiled a file containing the latest Tax Table for 2007/2008, to enable you to easily create a new Tax Table within CCD without manually inputting each figure.

Please click on the links below to download instructions on importing and to access the data file containing the new Tax Table.

If you have any questions, please email our support team at support@quaysoftware.co.uk.

1.) Importing the 2007-08 tax table

2.) Tax tables

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Improve and grow your business with a FREE subscription to New Model Adviser

All financial planners using Quay can get a FREE subscription to New Model Adviser!

The magazine gives you a clear picture of what you can achieve with your business. Benefit from detailed case-studies, financial profiles of other firms and best practice articles on client segmentation through to exit strategies.

Here at Quay we recommend New Model Adviser as a really constructive way forward.

‘A breath of fresh air. How reassuring to hear that there are others out there doing what we are doing.’

Gordon Kearney, Corporate and Personal Planning

To subscribe just click here and fill in the registration form.

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Windows Vista compatability

Recently at Quay we've been busily testing all of our products on Microsoft's new Windows Operating system.

To find out the results and see if your Quay products are affected, please click here

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Training Services

From April 2007 we are proud to announce that we are broadening the services that our Training Consultants provide.

Not only have we re-vamped all of our training courses to ensure that they are objective led, we are now able to offer a full range of consultancy to ensure that you get the very best out of CCD to support your business.

Please click here to launch the new guide for the training and consultancy services that the team are able to provide.

If you would like to speak to one of our consultants about the services then we would be happy to discuss your individual requirements. Please call the team on 01279 756086.

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Did you know...

Client Care Desktop (CCD) enables you to electronically receive commission statements (EDI Commissions) that will help streamline your commission reconciliation process. This is not just standard EDI commission statements sent by providers but (using a company called IFA Dataflow) for a modest cost you are able to take ANY commission statement and turn it into an EDI message so you could manage all your commission receipts electronically.

Click here for more information

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Although most people understand the need to back up their files, they rarely consider the importance of keeping copies in suitable remote locations until it’s too late.

Depositit backs up over 3 million files every single day and is trusted globally by Departments of Government, Security Forces, Regional Police Headquarters, IT Consultants, Financial Services Companies, Legal Firms, Advertising Agencies, Educational Departments and many other companies.

Read more: http://www.depositit.com/download/Data%20Protection%20Strategy.pdf

Packages available: http://www.depositit.com/quay

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Customer Satisfaction Survey

Many thanks to everyone that completed the Customer Satisfaction Survey at the end of last year.

The response was excellent and we have now analysed the feedback and agreed some key focus areas for improvement, in particular but not limited to; Communication, Support and Training. Already we have:

  • Modified our telephone numbers and call routing to help ensure you get to the department you need as quickly as possible (see Who do I contact at Quay?)

  • Re-organised our Support Team and completed some recruitment of additional support and implementation staff, with more to come.

  • Improved our responsiveness to your support calls.

  • Enhanced our management information system to improve the management of your accounts and all related communication including support.

  • Started cleansing of our client database to improve the accuracy of the information we hold about you and your users.

  • Re-designed our training courses and introduced consultancy services to help your business get the most out of our products (see training services).
 


Over the coming months further improvements will continue to be rolled out and we will keep you posted about these through this newsletter.

Later in the year we will be running another survey to see if the actions we are taking are delivering the improvements you require. Your ongoing feedback is essential to making sure we focus our improvement programmes in the right areas, so please support us by completing the surveys. Also, in between surveys please contact myself or Sharon if you have any feedback you think we should have.

Best Regards,

Richard Hill
Operations Manager – 01279 756071

Sharon Davies
Customer Care Manager – 01279 756077

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Who do I contact at Quay?

We are always keen to hear your thoughts and comments as to how we can make our service to you better. Additionally, we want to ensure that we keep you up to date with the latest news from Quay, such as new features within CCD, upgrades to new versions and general key issues.

Click here for contact list

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For further information on any of these stories, please do not hesitate to contact us.

Quay Software Solutions Ltd
Thorley Wash Business Centre
Thorley Wash, Bishop's Stortford, Hertfordshire, CM23 4AT

Tel: 01279 756 060
Fax: 01279 659 748

email: sales@quaysoftware.co.uk
Web: www.quaysoftware.co.uk

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