Quilter
Our modules
Following the success of 360 Core, we are thrilled to present additional modules and enhanced capabilities that seamlessly complement your CRM. These additions empower you to optimise your operations and increase your efficiency.
Training videos
Advisor
Automatic Reviews
Workflow
TCF Questionnaire
Campaign Manager
Client Portal
Reporting
Accounts
GDPR
Advisor
Approximately 1 hour
Advisor
Covers the core elements of 360 Advisor such as: diary management,
organising your Hotbox and sale opportunities,
case management and communication tools like sending emails,
texts and letters.
Automatic Reviews
Approximately 20 minutes
Automatic Reviews
Covers how automatic system generated reviews are created e.g. mortgage, life & annual
reviews. How you can create your own ‘servicing arrangement’ and allocate this to your case records and see the impact this has on the client/case.
reviews. How you can create your own ‘servicing arrangement’ and allocate this to your case records and see the impact this has on the client/case.
Workflow
Approximately 45 minutes
Workflow and Sales Management
This webinar will show you how to use 360 Lifecycle’s Office Admin Pipeline to merge and delete cases and allow you to manage the overall sale event for example, by manually adding cases/sales, notes, documents and commission expectations. It is recommended that administrators, sales support or advisers who carry out their own administration and case tracking attend this webinar.
TCF Questionnaire
Approximately 20 minutes
TCF Questionnaire
TCF Questionnaire will demonstrate how to send an electronic TCF (customer survey) questionnaire to your clients, record TCF results manually where no client email exists and use the TCF reporting tools available.
Campaign Manager
Approximately 30 minutes
Campaign Manager
Covers how to create email and letter templates for use in Campaign Manager, the query building process and how to export your query results or deliver your clients material through Campaign Manager.
Client Portal
Approximately 40 minutes
Client Portal
Demonstrates how to view the information your clients have shared via 360 Lifecycle. This includes changes to their financial situation so you can offer a faster and more effective service, helping them to plan for the future.
Reporting
Approximately 45 minutes
Reporting
Demonstrates how to effectively manage your company. Our reporting and Performance Explorer functionality gives you complete control over your company enabling you to have the latest information on the performance of your business. See how to report on your company’s written, completed and banked performance. Analyse historical sales and KPI data, identify trends, training gaps and needs.
Accounts
Approximately 1 hour
Accounts
Demonstrates how to simplify your payment processes. With its help, you can easily administer commissions, organise payments to advisers and the company, and set up business partner rates. Illustrates how to view the entire commission process, from the initial entry in the FactFind to the final payment to the corresponding adviser or introducer/business partner.
GDPR
GDPR
We try hard to ensure a fair balance between your personal privacy, whilst ensuring you obtain full value from our site and learn of things you are likely to be interested in.
The General Data Protection Regulation (GDPR) places new responsibilities on intermediaries regarding the processing of client data. We’ve provided functionality allowing businesses to define and collect consent for specific data processing activities as well as handling subject access requests.
Video tutorials
How to configure the GDPR consent portal (for initial configuration and management)
Sending GDPR consent forms (for advisers and administrators)
Get in touch with us
Whether you have a question, feedback, or a business inquiry, we encourage you to get in touch. We value your input and are committed to providing a prompt and helpful response.
