“Thanks to Podium 2.0 and Salesforce, I now have an extremely efficient, safe and secure business. I can securely access and work on my client information, emails, loan applications and supporting document files, from anywhere around the world, with any computer. I no longer need an office. I no longer need paper files. FAST’s investment in technology has transformed my business work-flows from a frustrating daily grind to having one of the most technologically advanced workflow and client management systems in the world. Thank you, FAST. You’ve changed my life.”
Michael Eberand CPA, B Bus, MFAA, JP Michael Eberand Finance Services
eClient is an indispensable Podium component, streamlining the loan application process. It allows you to model client income details prior to your consultation. Once you’ve created a client profile in Podium 2.0, you simply send a link to your client, who populates information, which then automatically migrates directly into their profile.
This streamlined process reduces room for error and exponentially increases the efficiency of your client interactions.
FAST has listened to your specific broker needs and built a marketing platform to help you attract and retain clients through digital and social media campaigns.
Marketing Hub is accessible through Podium 2.0. It is comprised of a range of modules, providing you with access to marketing tools and resources. This enables professional and engaging communication with your clients – all in the one convenient place.
Accelerate your marketing in the age of social media with this program of interactive webinar sessions.
Share a range of useful news, insights and information to help build strong relationships with your clients.
Communicate with your clients using personalised newsletters and other print media tools.
Access Podium Target, an automated email marketing solution which allows you to specifically target clients.