FSA Compliance - Automate the basics with ease

Renewals, anniversaries, Dates of Birth, days between events, being a trustee, being a witness to a document and sums assured are all capable of triggering an event or alert.

Simply having an email go to a person in advance to alert them to a pending situation could prevent seepage or generate new business.

FSA Regulated automation Solutions from WiredContact

Benefits of CRM for FSA regulated teams

Compliance, Consistent branding, simple to use, Automation for regular Client updates such as pre-anniversary,
automated branded follow and automated activity monitoring no matter where your team are located
including home workers. Supported by UK based CRM professionals with over 30 years experience.

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