Servicing 100% of your Clients needs and requirements 100% of the time can mean that you are expected to be networked into every angle and diversity of the finance and banking arena. Of course, this is not always the case as finance professionals focus on specific areas of the financial markets. Some choose to concentrate on Mortgages and Loans, some concentrate on Bonds & Investments, some in other specialist markets.
However, keeping a strong and loyal client base may mean stepping out of that specialist arena to offer your client other services that they demand. Perhaps services that neither you or your colleagues are specialised in.
ICS offer a unique placing service where we can advise you on these intricate areas and where we remain unknown to your client. We work exclusively for you as the Broker offering a complete back-office and processing centre for these types of transactions, allowing you to utilise our services and dress the results as your own unique offering to your client. This allows you to never miss that opportunity, even if your in-house expertise is not sufficient or complete enough to offer the best service to your client.
To learn more about our placing service, please email us.