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“ …the thing advisers are looking for when they choose (a wrap),
is service. It is really important to advisers. They don’t want to
waste time chasing paperwork.”
Vanessa McMahon, author of the ASSIRT/Wealth Insights Adviser Service Level survey (as quoted in Money Management, June 2005)
Rapid response
Each month we field some 11,000 telephone calls from
financial advisers alone. The bulk of these – at least 80% –
are answered within 20 seconds.
Strategic advice
Macquarie Strategic Business Managers support you and your
business by sharing ways to make Macquarie Wrap an even
more profitable tool for you and your clients.
Tailored assistance
Our Training Relationship Managers are skilled in servicing
advisers and their staff by finding systems and workflow
improvements that are tailored to your individual requirements.
Technical backup
Macquarie has a well-known Technical Service team, with
expert insight on tax, superannuation, social security and
other areas.
Single purpose support
The complex made simple. That is the service ethos that
underpins the Macquarie Adviser Services’ Wrap operations
and service team. With end-to-end accountability, each
service team member is solely dedicated to supporting you
to derive maximum benefit from Macquarie Wrap, no matter
how complex (or simple!) the task may be.
Macquarie Wrap’s high service standards, every day
Why? Because great service is a critical success factor. In a 2005 Brand Management survey of more than 700 financial planners, para planners and
insurance advisers, 65% indicated that service was 'critical' to
their needs.
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