Enhancing your Trusted Adviser status

Enhancing your Trusted Adviser status

FlashxFX – International Money Transfer Service for Advisers

FlashFX offer a service tailored for Financial Advisers and their clients with an easy to use and ‘slick’ online secure digital portal. All designed for enhancing your Trusted Adviser status.

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ENHANCED CLIENT RELATIONSHIPS

Whether you offer this as a high touch service to all your clients, or a select group.

It makes a lot of sense to add value and go the extra mile.

You will be saving your clients a load of money from standard retail or bank transfer margins and fees, just to start. But moreover you will be increasing your trusted Adviser brand by offering the service, and creating an additional touchpoint with your clients.

By offering this simple value add service you will be enhancing client service levels , and further:

  • Deepening relationships through increased touchpoints
  • Positioning yourself as a money specialist
  • Increasing the trusted Adviser currency you hold

All this with a great outcome for your clients.

Additional Client Touchpoint, example:

Hello Client,

Just getting in contact to advise we know have the capability to assist you with international money transfers if and when the need arises. You can log in securely from our “branded” company page, or we can process transactions on your behalf.

For clients like yourself we have negotiated a special bank beating & fixed exchange margins, with no transaction fees and unrivalled payment settlement speed.

We can likely save you money, but more importantly your time, so it’s one more item we can take care of for you. Allowing you to spend more time on things that are important to you.

Etcetera, etcetera…….

More ways enhancing your Trusted Adviser status

FIRST CLASS SERVICE

FlashFX – International Money Transfers

High touch service for you and your clients in a Flash!

Recruit 2 Advice - Enhancing your Trusted Adviser status - Financial Planning
High touch service for you and your clients in a Flash!

FlashFX offer a service tailored for Financial Advisers and their clients with an easy to use and ‘slick’ online secure digital portal.

With a background in private banking the founders understand high touch service is paramount.

Advisers can process transfers on behalf of clients, or individual clients can process transfers, and either party can simply email/call FlashFX and a dedicated account manager will process the transfer then and there.

All with fantastic bank beating (margins/rates), no hidden fees and superfast transfer times.

What you need to know:

  • Australian Company with local Account Managers to support you
  • Founders have 15+ years in Private Clients & FX
  • First Australian ‘Digital’ AFSL issued – Ripple Technology
  • Peer to Peer transfers monitored by Austrac

More ways for enhancing your Trusted Adviser status

BRANDING FOR YOUR PRACTICE

Advice practices with multiple clients who transfer regularly, (for business, investment, or personal reasons) FlashFX will build a white label page for your practice.

From this page clients can log in and transact with a seamless transition under your brand. Track the transfer process ‘live’ all the way, receive confirmation, and download full business and client reconciliations – like a bank statement. You can also create client accounts to process transfers on their behalf.

But don’t worry, if you don’t want to get your hands dirty just email or call your account manager at FlashFX and he’ll do all this for you.

The goal is to help make you look better in your clients’ eyes.

FlashFX is first and foremost a service to you the Adviser, providing a high touch service to your clients.

More ways for enhancing your Trusted Adviser status

 

SAVE CLIENTS TIME & MONEY

If you knew how to save money for your clients would you assist?

By offering this service your clients will most likely save money, and potentially time also.

Typical bank to bank transfers with SWIFT plus all the middlemen can take 2-3 days for the money to arrive at the destination. FlashFX peer to peer transfers using Ripple technology effectively cut out all the middlemen.

By eliminating the amount of ‘hands’ the transfer needs to pass through they reduce this cost (fee). Plus they offer tighter margins, all quoted up front on each transaction, fixed, no hidden fees.

Editor’s note: I recently viewed my banks International Money Transfer fees page, to send or receive money I counted 14 different fees and charges they feel privileged to levy for elaborate reasons. All this without quoting or disclosing the margin used, in fact it’s almost like the FX margin doesn’t exist!

By going the extra mile you can establish sub accounts for your clients, and on instruction, transact on their behalf.

Recruit 2 Advice - Enhancing your Trusted Adviser status - Financial Planning

Some Advisers offer budgeting services to their clients as part of the advice process, streamlining finances and credit cards, negotiating a better mortgage rate, and understanding how to trim monthly expenses. All value adds in assisting clients to get ahead.

A family office often goes as far as buying gifts for family and friends on special occasions.

We’re not suggesting either way is right or wrong, nor do we recommend telling clients how they can buy cheaper cat food is the path you want to take (although you could!). That’s up to you and the level of service you wish to offer.

Although, in the context of supporting your clients “with all things money” offering to assist with FX money transfers is a simple value add. Your clients consider you an expert, and this is another proof point in your relationship.

In summary

FlashFX is a service to you the Adviser to offer a high touch service to your clients. The goal is to help make you look better in your clients’ eyes.

With an easy to use secure portal, that in all likelihood will save your clients time and money whilst deepening your relationships.

All this with the goal of enhancing your Trusted Adviser status.

Dugald Braithwaite Recruit 2 Advice - Financial Planning Recruitment

Hey I'm Dugald Braithwaite

Get in touch to discuss access for your clients, and how you can integrate this for your Financial Planning practice.

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