Snowball conducts review of client services
Snowball is undertaking a detailed review of its customer relationship management system, client administration and reporting platforms, which the group said was part of Project Best Advice.
As part of its participation in Shadforth’s Project Best Advice, Snowball is establishing its Best Advice Centre of Excellence, which the group said would ensure all aspects of adviser services are focused on delivering value to clients.
Snowball’s client strategy support services, including technical experts and databases, would work together at a national level to support the expansion of the project, the dealer group said.
Project Best Advice was established by Shadforth in 2006 and it encompasses all aspects of client service delivery, from adviser support systems through to compliance, client experience considerations and marketing.
Snowball’s Best Advice Centre of Excellence, which followed the Snowball/Shadforth merger, would be led by head of best advice Sally Manion, and chaired by managing director, Tony Fenning.
Manion said the project would appeal to groups of practice principals who want to focus on delivering “quality strategic advice rather than being part of a product distribution network”.
It will shortly be expanded to include the Snowball Outlook and Western Pacific adviser networks.
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