Imagine a world where your work just flows. Automated processes, efficient team members, and continual innovation all aligned to your customers' sentiment and business goals. Now imagine the impact this has on your customers, your team and your business. This is our dream. To help you work efficiently, grow your business, and make your customers feel like they are the centre of your universe.
These are lofty goals. Empowerment of people to follow a process, to be productive, yet maintain freedom to ensure they excel. This is our 'North Star'.
We reject any notion that one must be forced to choose between the two. We hold no delusions about the ease or inevitability of this endeavour. But we have taken our first step and we intend to take many more.
HiVRs Workflows Definitely Enhanced Our Client Value Proposition HiVRs Workflows Definitely Enhanced Our Client Value Proposition. To be honest, we thought what we wanted was ‘pie in the sky’ type of stuff, however the clever minds at HiVRs have truly delivered a bespoke tailored workflow solution
Simplified Processes We never thought that automating our workflows would actually simplify the process. Now we have full visibility and don't waste any time figuring out where our clients are at.
Simplifying the Complex Onboarding a financial adviser is an extremely complex process with a significant number of steps that must be followed in order to meet the compliance regime. The HiVRs team took the time to understand our process and created a series of integrated workflows that has significantly reduced our onboarding time.