Client Services

Building long-lasting powerful relationships with outsourced client services

Maintaining your current client list is difficult while bringing in new business

Without the right resources, it's easy for existing clients to fall to the wayside while you spend your time with new people seeking your financial adviser services. Creating a good relationship with your existing client base is essential for long-lasting success. If you want to make the best first impression and a stable standard of quality for your services, choosing to hire a client services support specialist is ideal.

Provide your clients with a high-quality experience

Client services solutions take on all of the responsibilities and tasks involved in keeping existing clients happy. Leaving you with more time to build new relationships and attract more potential clients to your business. Outsourced client services offer a flexible, professional solution without hiring someone in-house, providing a positive customer experience without the high cost of hiring.

How we help

Keeping clients happy and engaged with your business requires specialist knowledge. Our team at facilit8 connects with your clients, helping to build strong, positive relationships through active management. From arranging meetings to meeting deadlines, sending holiday cards and gifts to organising client events, we handle every aspect of your client relationship, so you don't have to. We understand what your clients value, and use this insight to forge a strong relationship that keeps your clients engaged for years.

Why outsource with facilit8?

At facilit8, we specialise in services for financial advisers. With a long history of adviser services ourselves, we understand the industry and appreciate the specific challenges you face. As such, we're well-placed to provide remote client management that meets your client’s expectations, improves your reputation and keeps clients coming back to you, repeatedly. Strong relationship-building is a crucial component of a healthy, long-lasting business.

Book a call with our team

Do you need support with client services? Contact us today to book a call with our expert team. We'll work with you to define your requirements and provide a bespoke solution for your client management needs.

Take the first step towards building a thriving and
stress-free financial advisory business

Book a call with the facilit8 team today

Telephone: 01656 507398