May 2006 www.quaysoftware.co.uk
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Focus on Training

Quick Bytes

An investment in back office and client management software is an investment in the future value of your IFA business.

And just as financial advisers invest time and money in developing their technical and personal development skills, so too is it important to invest in your technology skills.

The new and updated version of Quay’s ‘Training Solutions’ brochure is now available – making it simpler and easier than ever before to get the most out of Client Care Desktop (CCD).

To download your copy, please visit the home page of our website by clicking here

If you would like a hard copy, please email our Training Department on
training@quaysoftware.co.uk or call us on 01279 756 086.

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Wake-Up Your Website!

Quay’s new IFA Website Clinic

Most financial advisers are failing to take advantage of the affordable and powerful Internet marketing techniques available to them – tactics, tricks and techniques that don’t require a lot of technical expertise or a large investment of time and money.

Quay Software has taken the ‘mystique’ out of websites and Internet technologies and is now delighted to offer a startling workshop revealing how financial advisers can significantly improve their visibility, credibility and profitability through more effective use of technology, the Internet and Search Engines.

When you register for this exciting new workshop, you can expect to learn:

  • Simple but powerful techniques for financial advisers to achieve first page Google and Yahoo rankings in just 48 hours
  • Twelve, little known tools, tips and tricks from top Internet experts to enhance your visibility and reputation on the world-wide-web
  • How to use online business networking forums to find hundreds of profitable new clients, new professional introducers and new resources
  • Discover a little known website resource that some IFAs are using to promote their business - which receives one million hits each day
  • Discover how to turn your website into a profitable new distribution route in its own right
  • Discover how to turn your website into a powerful client magnet that encourages them to revisit your site time and time again
  • Discover cutting-edge but proven new technologies that IFAs can use immediately to promote their expertise, find new clients, simplify back-office processes and support their Treating Customers Fairly proposition
  • And much, much more

Register today!

Your investment of £97 (plus VAT) includes our high-content Website clinic, refreshments and lunch.

The workshop is held at our offices near Bishops Stortford. Timings are:

09.30am – Welcome, Tea/Coffee and networking
10.00am (prompt) – Workshop starts
11.15am – Tea/Coffee
12.30pm – Workshop finishes and Lunch

FOUR special bonuses for all attendees:

1. Prize Draw entry
2. Complimentary eGuide to Electronic Marketing for IFAs
3. Follow up advice by email for 12 months
4. Special discount on either:

    • a ready-made 600 page eCommerce enabled website, or
    • Client log-in facility
    • A ‘reskin’ for your existing Quay website

Here’s your chance to benefit from the amazing opportunities offered by the Internet – before your competition overtakes you. Look at the comments from IFAs:

“Very good presentation. Useful and well delivered.”

“Excellent and cutting edge, innovative and informative.”

Each workshop is strictly limited to eight people. To register your interest, please send an email now to Russell Smith at:

Russell.smith@quaysoftware.co.uk.

We will then contact you to offer a range of dates for attendance.

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Treating Customers Fairly

What does Treating Customers Fairly (TCF) mean to you?

With the FSA’s move towards principle based rules, it is important that IFA firms do not ignore TCF. Apart from anything else, TCF makes good business sense.

A point worth mentioning is that TCF does not mean treating everyone the same. Differential service will still exist under the TCF regime but communication about what services are provided and their costs will become increasingly important.

Given the proactive nature of TCF, IFAs are discovering that technology can help them to meet the standards they have set. And inevitably, client communication is at the heart of issue.

So how can technology be used to Treat Customers Fairly?

Quay has developed an innovative new workshop that is designed to show how technology can be used to more effectively manage your client communications.

Here’s what you can expect:

1. How to define your service proposition and grade your clients
2. How to maintain contact through a robust communication strategy
3. How to review clients’ affairs in line with service standards
4. Look at product suitability post sale – re broking term assurance
5. Mortgage opportunities
6. School fees and university planning
7. Changes to investment fund managers
8. Policies in Trust
9. Wills
10. Getting the message across – using simple graphics and reports

At this stage, we are gauging interest from IFAs. If you would be interested in attending a regional workshop, please send an email to Russell Smith at:

Russell.smith@quaysoftware.co.uk

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EDI Commissions

The process of commission reconciliation is an important but very labour intensive process for all IFAs.

The process is necessary so as to confirm that amounts received match expectation - because without proper reconciliation IFAs cannot value their pipeline opportunity or business debt.

With the release of the Automated Commissions module within version 3.3 of Client Care Desktop (CCD), Quay is now able to offer Automated Commissions to all CCD 3.3 customers. Please contact Kieran McGee for further details at:

Kieran.mcgee@quaysoftware.co.uk

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DCUK Conveyancing

If you ever write any mortgage business, you will know how slow and tiresome the conveyancing aspect of the transaction can be!

Well now, it doesn’t need to be that way. Quay has teamed up with an amazing new conveyancing service that is fast, efficient and friendly. You and your clients can log in to see up to the minute progress on your conveyancing – and you receive £100 for each completed case (£200 for a sale and a purchase). To register for further information, please click on this link

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What's happening at Quay?

Latest News can be found on our website, which will include items such as when a new version of the Client Care Desktop is released and also how to request your upgrade.

You can set the Client Care Desktop to open up with the latest news automatically. From the front manager screen, go to set up, staff list, select the relevant member of staff, click on the settings tab and check the box “Display latest Quay Software news on opening system”. Once your system has been rebooted, the latest news item will flash up on your screen on opening the Client Care Desktop.

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Did you know?

CCD is integrated with several Intermediary Trading Portals and quotation engines such as Exweb (The Exchange), Webline, Assureweb, Trigold etc.

This means that if you have entered your clients details into CCD you can log into your chosen portal through CCD and take your client’s information with you i.e. as well as saving the time by not having to switch out of CCD to your Internet browser, your quote has that head start and will be pre populated with your client’s basic details such as names, address, date of birth etc. So if you have numerous quotes to produce you could save yourself a lot of typing and time!

Setting Up

In the 'setup' of CCD is your 'staff list' and within each person's records is the ability to store their ‘Passwords’ for ‘Third parties’ such as Exweb, Webline or Assureweb (these are provided by the relevant companies in the normal manner). This ensures that CCD remembers the passwords and the third parties know whom they are dealing with.

Using

From the front page of CCD click on ‘Fact find’. Once you have selected the correct client you wish to work on enter the ‘Advise’ tab and you can see the options available to you – Exweb, Webline and Assureweb lie in the ‘Quotation’ tab. You will now leave CCD and have a head start on your quotation.

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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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