If your time is swallowed by paperwork, report writing and day-to-day admin, we have good news. With the right support services, you can reclaim hours every week.

These are our top 3 recommendations for advisers pushed for time. Don’t worry, it’s a 2 minute read!

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Time-saving solution 1: Use suitability report templates

Are you still drafting suitability reports from scratch for every client? Or overwriting existing reports? Doing it either way is time-consuming, difficult to keep consistent and leaves room for error.

Our solution: pre-designed suitability report templates.

With bespoke report templates that truly reflect you and your clients, you’re ensuring:

• Consistency and compliance with templates that ensure all reports lay out the information clearly, and meet regulatory standards

• Quick customisation allowing you to add client-specific details in minutes

• Expert support from your team or outsourced provider, who can draft the initial report and free up your time to focus on advising clients

Top tip: Have a library of templates ready for different client types or advice scenarios, and speed up your process even further.

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Time-saving solution 2: Streamline your proposition process

Creating tailored propositions for each client from scratch can take hours. Even longer if you’re dealing with multiple products or scenarios.  

Our solution: pre-built proposition encapsulating your firm’s DNA from a platform/provider perspective, and an investment solution perspective.

Putting your firm’s overarching propositional structure in place gives you:

• A standardised approach to use for each client depending on their common traits  

• Assurance that you and other advisers in the firm are applying a consistent approach to clients, giving them a similar experience with all your firm’s advisers.

• Compliance and protection for your firm. You will meet your regulatory requirements and be conducting valuable due diligence on providers and investment strategies.

Top tip: Consider how the choice of providers/investments differ between different client segments.  

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Time-saving solution 3: Automate and outsource your admin tasks

Daily admin takes hours. But tasks like client onboarding, document management and follow up comms could be handed off, freeing you up to take on high value activities instead.  

Our solution: Bring in the admin experts, upgrade your AI tools, or both!

Outsourcing routine tasks hands you the freedom to:

• Focus on advising clients, while repetitive tasks are handled in the background

• Minimise mistakes by using templates, checklists and digital workflows

• Dedicate time to other goals like growing your firm or improving client engagement  

Top tip: Even partial outsourcing like document preparation or file checking can have a big impact on efficiency. And don’t sleep on our AI Hot Topic page, where we deep dive into the tools available and their best practice, if you’re considering automation.  

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Get support and save time today

We know that time is one of the most valuable resources for financial advisers.  

Our team is set up specifically to help you take control, with bespoke services tailored to your firm and the areas where you most struggle to manage time and efficacy.  

You can start using Verve services today to:

• Save hours spent on repetitive tasks

• Stay consistent and compliant  

• Focus on giving advice

If you’d like more insight into how we can template, automate and scale on your behalf, drop us a line and we’ll be straight back in touch to help.