Smarter collaboration with professional connections start here with FinPro-Connect and the CATALYST® platform
Smarter collaboration with professional connections start here with FinPro-Connect and the CATALYST platform
Introducing FinPro Connect
Helping Financial Planners Build Stronger Relationships with Professional Connections
FinPro Connect: Smarter Professional Partnerships
Great client outcomes often result from seamless collaboration between financial planners and other professionals, such as solicitors, accountants, and specialists. That’s why we’ve evolved our approach and rebranded our consultancy offering as:
FinPro Connect: a smarter, more structured way to build lasting, commercially valuable partnerships.
What is FinPro Connect?
FinPro Connect provides a consultancy and workshop program that enables financial planners to build more productive, compliant, and commercially valuable relationships with professional connections.
Whether you’re just starting to work with solicitors and accountants or aiming to strengthen existing partnerships, FinPro Connect provides structured support every step of the way. To help grow your professional relationships.
FinPro Connect: Smarter Professional Partnerships
Our consultancy and workshop sessions are supported by Catalyst – a purpose-built platform designed to help you and your professional connections collaborate with you seamlessly:
- Provides a compliant process for referring clients securely for you and your connections.
- Immediate client updates on progress for your introducers
- Manage fee-sharing arrangements for your connections with ease (where appropriate)
- Access to management information and client consent audit trails to support a more robust compliance process for your professional connections.
Together, FinPro Connect and Catalyst provide a powerful, practical solution for building lasting partnerships that benefit you, your referred clients, and your professional connections.
Catalyst for Financial Planners
Catalyst delivers the best professional connection solutions for your accountants and solicitor relationships. Our secure and accessible platform works across all devices. Work smart with our advanced reporting and CRM features.
Key Benefits to Financial Planners:
- Provides a technology-driven process to working with and managing your professional connections.
- Differentiate your professional connections proposition by offering wider client services.
- Provides online centralised management information across all your professional connections.
- Assists in enhancing revenues by converting new and existing relationships into profitable commercial ventures.
- Provides compliance and regulatory support relevant to the professional market.
- With every new client introduction, build the client update notes with your introducers.
- Encourages a greater flow of new client introductions from your connections.
- Assists in promoting and leveraging your specialist financial planning advice.
- Provides you with full management information and financial reporting across all your professional connections.
- Provides a compliant process for all your connections to make client introductions to you.
Catalyst for Professional Connections
Catalyst facilitates effective relationships for professional connections and their chosen financial advisors. Our secure platform works across all devices. Work smart with our advanced reporting and CRM features.
Key Benefits to your Professional Connections
- Broadens their client service proposition by offering them complementary financial services.
- Assists their business with regulatory & compliance obligations when making introductions to financial planners.
- Opportunity for them to create and develop an additional revenue stream (if required)
- Provides a secure compliant online process for their client introductions to financial planners.
- Automatically populates their regulatory client consents and disclosure letters at the appropriate stages in the referral process.
- Provides concurrent management and compliance information on all introduced clients.
- Catalyst keeps them informed on all client updates from the point of introduction to advice completion.
- Provides a client disclaimer letter from the professional connection if an introduction is declined by the client.
Let's Talk - Want to learn how FinPro Connect can help you strengthen your professional relationships and grow your business?
Professional Accreditations
Book a meeting today to arrange your FREE Catalyst demonstration
Professional
Connections
Financial
Planning Firm