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Alliances with Member Firms
It is often said that an organisation's client base is its greatest asset, and Futuro has developed a disciplined and sophisticated infrastructure to maximise the potential that exists within a business's client base. This infrastructure that has been created to exploit these opportunities is unique, it has been tested, it works and is easily transportable into the client base of most businesses.
In today's environment organisations are finding it an ever increasing challenge to maintain a focus on their core competencies while trying to protect themselves from predatory competitors. Many are addressing this by delivering additional services to their clients through "Strategic Alliances" with other service providers.
Equity in a well managed financial services business is being increasingly valued by Strategic Partners not only striving to enrich their customer’s clients' experiences but also to:
- create additional ongoing revenue and income streams,
- extend and strengthen their brand,
- increase the long term value of their customers client bases, and
- increase client loyalty and retention rates.
With help from Futuro, Strategic Partners may choose to build their own financial services offering, which could be owned jointly by them and by our Member Firms. The development and growth of these businesses, can be underpinned using Futuro's skills and experience and by accessing our broad range of specialist consultants.
Services
The types of services that can be made available to a Strategic Partner would include:
- Using Futuro’s Authorised Representatives to provide advice rather than employing additional personnel,
- Portfolio administration including superannuation and non-superannuation master trusts,
- Self managed superannuation fund administration, and
- Services through the Futuro Business Directions Program.
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