Greetings Everyone! 

Is it possible to speed up time? The answer is YES. This month I bring you a real life scenario we hear all too often that many of you more than likely experience as well. 

Suppose  a client calls and asks someone on your client team a question.  When you’re handling back-office operations manually, you may have to look in multiple, disparate sources for the information necessary to answer the question. For example, you may have to look in your portfolio accounting system, Excel spreadsheets, a separate proprietary data base, even records in a metal filing cabinet. There are too many sources and it can end up taking far too long.    

The Unfortunate Result – “I’m going to have to look into that and call you back.” 

Conversely, you could have all the client data accessible in a single system and when the phone rings, the client record automatically appears on your computer screen before you even pick up the phone.

Which client experience would you prefer for your clients? Or more importantly, which service experience would your clients themselves prefer? Find out how UNAPEN solutions can help make this a reality for your firm through the power of integration and automation. Call or email me today to improve client satisfaction and gain more client referrals!

Best Regards, 
David Gemma
Managing Director at UNAPEN

QuickBooks Desktop Cross Platform Integration
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