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Our expertise lies in providing innovative Document, Case Management and technology-lead solutions and services, to the Private Client and Estate Planning industry. Our services are designed to actively minimise the effort involved in client data entry and document production; providing an accurate, efficient and comprehensive approach — encompassed within a contemporary cloud-based service.
We have over thirty years of experience developing and supporting IT systems, with fifteen years specific experience providing Private Client and Estate Planning Software and Services. Start Free Trial What is important for you? You never need to enter the same information more than once. Simple, intuitive design is our aim.
Each case can be completed in a matter of minutes leaving you with valuable time to spend with your clients. Servicing Your Clients Our Client Portal allows you to enchance the communicate with your clients, supplementing the service you offer and reducing work where possible.
Specifically, Clients can review Draft and Final versions of your documents and exchange secure messages with you and your team.
Clients are able to review the details of people associated with their estate and, where you allow it, modify or enter details. This saves valuable time transcribing, entering and reviewing detailed Client information. Referrers or Initial Instruction Takers can provide detailed information about your prospect, which can be loaded directly into your case within Swift without the need for re-keying or duplication.
Ease of Use We understand that learning a new system can be daunting so, we provide you with step-by-step tutorials plus context-sensitive user guides to minimise the time it takes to start using our service. Reviewers and Case Managers can be alerted once cases are prepared.
Our case tracker facility allows your to monitor the progress of your case-work to ensure that client and company service levels are maintained at all times.
Handling Exising Data If leveraging existing client data is important to you then our Case Import facility may be what you are looking for. This facility is designed to extract data from a variety of sources and can be tailored specifically to your needs.
Fair Pricing with No Ties Is your current provider giving you a fair deal? All our pricing plans are based on usage with no ties-in or monthly charges - you only pay for what you use and only when you use it. Case Tracker, showing key milestones in the end-to-end journey for a case are recorded to allow processing targets and service level agreements to be monitored.
Case Entry Progress Indicators with automatic data and content scrutiny, including quality controls for incomplete or inconsistent data formation or input. Financial Estate Calculator to assess the Inheritance Tax liability and other financial aspects of the Clients' estate.
Team Working facilities to allow case work to be shared and co-ordinated around the team s in your organisation. Cases can be submitted to Case Managers for review and approval.
Case work can be re-assigned to cope with peaks and troughs in demand or as a result of staff shortages. Client Letters Engine, allowing standard client letters to be generated instantly along with a Letter Template facility to allow company-specific letters library to be created and managed.
Training - Step-by-step tutorials, videos, extensive context sensitive help and user guides are available as an integral part of the Swift service and also as part of a dedicated Swift Service Training website.
Company-branded secure Client Portal to provide communication, data and document exchange between the Client and Client Manager.
Clients can review draft and final documents and exchange secure messages.For Applications Swiftype App Search. Get access to a set of robust APIs and unprecedented relevance controls to deliver amazing search experiences, all backed by the Elastic Stack. Business View Magazine interviews Mayor Denis Perrault of Swift Current, Saskatchewan for our focus on Best Practices of Canadian Cities.
Swift Current, a dynamic city of approximately 18, people, is the major population center for southwest Saskatchewan and a favorite stop-over for a significant volume of tourists passing through on the. Enter your mobile number or email address below and we'll send you a link to download the free Kindle App.
Then you can start reading Kindle books on your smartphone, tablet, or computer - . What is Swift? The Swift service is an extensive cloud-based Software system, which provides the user with the tools necessary to manage the end-to-end process of estate planning with their clients.
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