Electronic Billing and Payment Solution for the Financial Planning Industry
BillSecure FP is a purpose-built solution for the financial planning industry; providing a secure, online application that supports the ‘fee-for-service’ business model.
The solution enables advisers to create invoices online and collect payments for these via credit card, direct debit, BPAY and cheque.
The solution improves customer satisfaction by providing online access to information together with a wide range of payment options.
The solution also benefits the financial planning supply-chain, providing improved cash flow through electronic payment methods; organisational efficiencies through a reduction in back office paperwork; and consistent brand management across invoice creation and presentation, through the use of templates.
The solution also provides comprehensive invoice and payments reporting, enabling more efficient reconciliation processes.
The simple interface is easy to use and provides hierarchical access throughout the entire financial planning supply chain; from Fund Managers, through to Licensees, Practices, Advisers and their Clients.
What does this mean for your business?
* Improved cash flow through electronic payment methods
* Organisational efficiencies through a reduction in back office paperwork
* Improved customer satisfaction through a greater variety of payment options
* Consistent brand management across invoice creation and presentation through the use of templates
* Reduces cost of ownership (outsourced service)
Please contact us to arrange a meeting to discuss how we can help.