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Financial Services Referral Management from CRIS

Welcome to the UKs leading referral/lead tracking service for the Financial Services industry from CRIS.

http://cris.uk.com/

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Financial Services Referral Management from CRIS | cris.uk.com Reviews
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Welcome to the UKs leading referral/lead tracking service for the Financial Services industry from CRIS.
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2 news
3 referral management
4 welcome to cris
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9 other services
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the cris system,news,referral management,welcome to cris,refer,track,report,manage,other services,lead management,business development,consultancy,software development,meet the team,trevor hinds,director,richard davis,it and development,adrian king
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Financial Services Referral Management from CRIS | cris.uk.com Reviews

https://cris.uk.com

Welcome to the UKs leading referral/lead tracking service for the Financial Services industry from CRIS.

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cris.uk.com cris.uk.com
1

Financial Referral Management from CRIS | Client Referral & Information System

http://cris.uk.com/lead-management.aspx

As part of your overall client acquisition strategy you may wish to purchase leads. We offer carefully selected national leads of various types, from multiple sources. We recognise that lead quality depends on the end customer who initiates the lead. Our methodology helps to ensure that leads distributed by us are from qualified or criteria based enquirers looking for suitable advice so they receive the products and services they want. Easily refer clients to your choosen panel of professionals. Trevor i...

2

http://cris.uk.com/Report

The system is able to produce in depth reports on the effectiveness or otherwise of your advisers dealings with your clients. Typically this will look at how long referrals take to be allocated, frequency of updates, updating information on fees or commissions that are payable. Having detailed information to hand when meeting clients that have been referred to third parties will not only enhance the introducer’s professionalism but will also help with client retention. Trevor is enthusiastic and diligent...

3

Business Development & Financial Consultancy from CRIS

http://cris.uk.com/business-development-and-consultancy

Business Development and Consultancy. Business Development and Consultancy. Our role is to advise the busy professional on how best to unlock the financial services potential that is available in professional firms. We have many years of industry experience and are well placed to help professionals and corporate organisations design and manage their professional connections strategy. We offer the following services:-. Developing an overall professional connections strategy. Target setting and analysis.

4

http://cris.uk.com/Manage

The management information can form a significant part of ongoing meeting to discuss performance as well as allowing the user to measure performance of all the third parties on the referral panel. The management information once interpreted will allow the user to set and agree targets which can be checked and reviewed on a regular basis. Easily refer clients to your choosen panel of professionals. Track the progress of any referral from first contact to completion. Duncan Meredith - Meredith Tax LLP.

5

Financial Lead Management Software | Client Referral & Information Sytem

http://cris.uk.com/Introducing-The-Client-Referral-And-Information-System

Introducing The Client Referral and Information System. Introducing The Client Referral and Information System. Ever heard the saying if you can’t measure it, you can’t manage it? If it’s not one of those business absolutes, then it’s very close. Think for a minute, how many times have you recommended a third party? How often were you made aware of the outcome? Find our more about CRIS. Easily refer clients to your choosen panel of professionals. Overview firm activity or drill down on an individual level.

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whitelabelwillsandtrusts.co.uk whitelabelwillsandtrusts.co.uk

How we can help - Wills, Trusts and Lasting Powers of Attorney

http://www.whitelabelwillsandtrusts.co.uk/services

A suitable, well drafted will is the cornerstone of good financial planning. It is a document that every adult should consider making. LASTING POWERS OF ATTORNEY. A Lasting Power of Attorney grants power to someone (the attorney) to deal with the affairs of the person granting the power (the donor). Trusts have been used in estate planning for centuries and are a vital component of good estate planning. The White Label Will Company is registered in England. Company No. 10169436.

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Financial Services Referral Management from CRIS

REFER, TRACK and REPORT. Leading the way in financial services referral management. REFER, TRACK and REPORT. Leading the way in financial services referral management. REFER, TRACK and REPORT. Leading the way in financial services referral management. Welcome to the UK's leading referral management system for the financial services industry. Easily refer clients to your choosen panel of professionals. Track the progress of any referral from first contact to completion. You're in good company:.

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A Product of IRMI. Welcome to the CRIS. The Construction Risk and Insurance Specialist (CRIS) program is a continuing education curriculum. Focusing on the insurance and risk management needs of construction projects and contractors. Those who complete the program are entitled to display the CRIS designation to certify their knowledge of construction insurance and risk management as well as their dedication to the construction industry. Other CRIS CE Options:. Dual Credit CE Courses. CRIS CE courses are ...