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.