"We are ambitious and growing and need an 'engine room' to help us drive the business forward."
Lack of resource is the one factor that hampers growth more than anything else.
Since 2002, The Timebank have been selling both time and resource to ambitious businesses like yours.
With every £1 spent generating between £5 and £11 in increased revenue, engaging The Timebank isn’t a cost, it’s an investment that delivers real returns.
The Timebank can be your ready made, middle office ‘department in a box’ that you can deploy straight away and drive business forward. This is far more effective than employing additional people as we can scale up quickly and with zero fuss.
Customer profile
A firm with 15 advisers, each producing around three cases per week—approximately 180 cases per month. Productivity per adviser has dipped due to added compliance requirements. The firm does not want to establish a new paraplanning department and operates with strict, well‑defined processes.
Objective
Help advisers see more clients and write more business and nsure targets are achieved:
- No more than 25% of cases requiring remedial work (G3 or G4).
- 5‑day turnaround for new‑money reports and 15‑day turnaround for transfer reports.
- Adviser satisfaction with a majority marked “satisfied” or “very satisfied.”
Customer profile
A firm with 15 advisers, each producing around three cases per week—approximately 180 cases per month. Productivity per adviser has dipped due to added compliance requirements. The firm does not want to establish a new paraplanning department and operates with strict, well‑defined processes.
Objective
Help advisers see more clients and write more business and nsure targets are achieved:
- No more than 25% of cases requiring remedial work (G3 or G4).
- 5‑day turnaround for new‑money reports and 15‑day turnaround for transfer reports.
- Adviser satisfaction with a majority marked “satisfied” or “very satisfied.”
98%
of cases met the 5‑day new‑money and 15‑day transfer targets
93.3%
of cases rated “satisfied” or “very satisfied.”
This sounds like me. I would like to know a bit more about The Timebank before going ahead
We would our service to our clients, so we will give you a call and listen to your needs to make sure we can help you. In the meantime, we will start off by giving you complimentary access to The Timebank Foundations Programme.
Being a guest client gives you the following benefits:
- FAQs about the service
- Due Diligence on us as a company
- Access to our PRODMatcher tool, which solves the PROD problem
- Access to our Due Diligence reports on providers and manufacturers
- News, hints, tips and opinions sent directly to your inbox
- Access to ongoing CPD video series
Which of these sound familiar?
Start working with us
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