The CURO Client Review Process

Modern financial advice businesses focus on regular client reviews to ensure the service promised is delivered. Yet traditional back office systems were never designed to manage ongoing client service but as a means of recording the sale of plans. In other words, they were designed to support the old transactional business model. That's why so many firms struggle to deliver an efficient managed ongoing client service proposition.

CURO is a true CRM platform that has been built around the needs of a review centric, client service orientated business model, which makes it the ideal solution for firms that are committed to delivering exceptional client outcomes, efficiently and with minimal exposure to risk.

This video looks at how CURO supports the ongoing review process of a professional financial advice practice.