Specialist IFA Practice Consultancy

Sue Nuttall

At Jacana our consultants have years of experience working in the financial services sector, and you can benefit from this. Are you confident that the information held in your client database is accurate? How well is it managed and how extensively is it used? How robust are your administration and management processes? Do you actually have any?

At Jacana we can review your data, your administration and management procedures and help you:

  • increase the integrity of the data you hold
  • increase the efficiency of your staff
  • increase the opportunity for income generation
  • increase profitability

Jacana consultancy services include:

System audit

This is a comprehensive review of your client management system covering accuracy of data, security and access rights, the use of the system and the processes and procedures surrounding it. You will receive a written report confirming the findings and containing recommendations for subsequent action.

Data cleansing

Whilst this is part of a full system audit, the accuracy of your client data can be reviewed separately. We will provide a written report on the integrity of the information held and the actions needed to resolve the issues found.

Client/Service segmentation

Unless you offer all your clients exactly the same service Treating Customers Fairly and the Retail Distribution Review (RDR) legislation means you must segment your client database. At Jacana, our expertise and experience can help you create the service levels you wish to provide and translate those into client groups.

Process analysis & documentation

This is part of the full system audit but is offered as a stand-alone service. At Jacana we will review any existing processes and procedures and put together a written procedures manual for your office.

System implementation

If you haven’t already got a back-office system, Jacana consultants can advise on the best software package to meet your individual needs. From advising on the hardware requirements, organising any transfer of data, setting up the system and the training of staff, we work with the software provider to ensure that the installation process goes smoothly and your systems and procedures are set up correctly from the start.

Data transfer

Whether through acquisition, merger or sale, there may come a time when information on your database has to be merged with information from another system. Jacana consultants can help you manage this transfer process to ensure a smooth, accurate and timely transition of data.