Doing what's right by your clients
Better outcomes.
Less effort.
Less risk.
Reduce the amount of dormant client money and assets in your business with our market-leading data-analysis and communication schedules. Improve re-engagement rates, reduce CASS and regulatory overheads, and drive greater repatriation and donations to charity by your firm.
This way everyone benefits ...
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Why hold onto dormant client money and assets when it is doing nothing for your business? Reducing what's on your books not only minimises the associated audit and regulatory risk and overheads, it also leaves you a more agile business when growing, pivoting, or winding down the firm.
Your firm
Consumers deserve to be told when they have left something behind. Millions of pounds is left in accounts held with the UK's small and medium sized businesses. We have designed innovative and cost-effective ways to track down the beneficiary even when they have moved or passed away.
The consumer
When given the choice, many consumers choose to donate their funds to charity. Our processes are designed to maximise re-connections with your consumers in order to give them that choice, and unlock the huge positive impact those forgotten funds can have on society.
Society
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This is about
Maintaining Active Client Relationships (MACR)
MACR is the practise of keeping in touch with your clients throughout their time with the firm. You will be doing this for your active clients already but what are you doing for the inactive, dormant, and unresponsive clients? Our revolutionary MACR service acts as a bolt-on to your existing operational set-up, allowing you to trace, communicate, re-engage, and track the status of your inactive clients at a fraction of the cost. To find out more about the background to MACR then read our articles on the insights page.
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MACR is the new industry-standard
Affordable
Accessible
Effective
We believe that every company wants to do the best for its consumers. Now you can go further than you've ever been able in order to provide great service, and reduce your own costs and risks.
1
Compliance
All our services are designed to remain consistent with your legal and regulatory obligations to give confidence to you and your clients.
2
Low Cost
Due to the scale of our operations, and the access we have to data sources and communication technology, our cost-per-client is rock bottom.
3
Easy to Implement
To use our services you don't need to change anything. We operate within our own systems before feeding back data, evidence, and MI to you.
4
User Friendly
To maximise effectiveness we have designed the best user-experience possible with easy to understand communications and online experience.
5
Exceptions included
With our experience and process knowledge we are able to handle the exceptional cases (such as deceased or incarcertated clients) with ease.
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