Client Correspondence
Customer satisfaction is a primary motto in
financial services industry. Volatile markets and intense competition
can make meeting customer expectations an uphill task for financial advisers.
The objective of an adviser then becomes to ensure instantaneous updates,
timely advice, smooth transaction procedures and regular account statements.
iFAST business development team will assist you to ascertain efficient
correspondence with clients. Our range of services include research, marketing
support, and client solutions. iFAST adopts an intensive notification system
to ensure that advisers and the affected clients are informed at all times
about any action on their accounts. The platform maintains detailed holdings
data at the client account level.