Talk to the right people
Financial Services is a very dynamic sector with thousands of people changing role each year and it’s impossible to keep track of all those changes unless you have good systems and processes.
Whether your business is broad based or has a focus on compliance, senior executives, wealth advisors, mortgage brokers or another specialism we can tell you about all the role changes taking place so you can keep your knowledge accurate and up to date.
You can:
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Identify people who have recently ended their job and may be looking for a new one.
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See which firms have no-one currently in key positions such as Compliance Officer or Money Laundering Officer.
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Update your database to show where people currently are when they move firm so you get it right when you speak to them, saving considerable time compared to looking it up on LinkedIn and manually updating.
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Make contact with people who have started in a new role. Sadly these don’t always work out, so knowing you are there for them should this happen will be a comfort and help you build a relationship.
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Build relationships with newly authorised firms that are likely to have recruitment needs in the future.
Alerts:
Simply tell us the type of firm and/or individual you work with and we will provide a bespoke monthly report showing the movements people and details of newly authorised firms so you can streamline your business.