Are you a Financial Planner or Accountant?
Partner with Argent to Deliver an Exceptional Client Experience!
At Argent, we’re dedicated to helping you provide your clients with an outstanding digital experience, without the need for your business to allocate additional resources and time. By partnering with us, you can enhance your service offerings and streamline your operations.
Here’s how we can help. Our Partnership Includes:
Seamless Client Onboarding
- We ensure a smooth onboarding process for your clients into the Argent portal.
- Bank and asset feeds will be set up and fully operational.
- You are also welcome to join the 90-minute one-on-one onboarding sessions if you wish!
Accurate and Up-to-Date Data
- We maintain your clients’ bank feeds, ensuring data accuracy and timeliness.
- Personalised categories will be created for each client to suit their unique circumstances.
- Your clients can access live data at any time.
Comprehensive Reporting
- Regular reports will be provided to your clients through the Argent digital portal.
- We will collaborate with you to determine the most beneficial reports for your clients.
Benefits to Your Business:
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- Up-to-Date Information : You will always have the latest cash flow and asset values for all your clients.
- Enhanced Client Interactions : Equip your client-facing team with current information to make every client interaction more meaningful.
- Outsourced Administration : Free your staff from administrative tasks so they can focus on delivering the best client experience.
- New Client Conversations : Open up discussions about detailed cash flow and potential improvements.
- Budget Tracking: Enable your clients to set budgets and track their spending in real-time.
- Goal Setting : Allows your clients to set goals and monitor their progress with live percentage-based tracking.
- Digital Filing Cabinet : Provide your clients with a secure place to store their important information.
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Get in Touch
Partner with Argent to elevate your client experience.
Contact us today to dive into more detail about how we can help you!
