Advanced Reconciliation Service
- Initial telephone conversation with an Accounts Manager
- One day's onsite accounts training
- Ongoing telephone / remote support
Designed to help you comply with legislation and industry association
(A.R.L.A., N.A.L.S and R.I.C.S.) regulations.
This is a specialised service that will focus on working through
your accounts both in the bank and in C.A.R.L., the aim of which is
to ensure that you balance and fully understand the associations'
compliancy requirements.
Our specialist trainer will examine all aspects of your client account
management, your internal process and the options available in C.A.R.L.
We will develop a bespoke schedule aimed at achieving and maintaining
pro-active account management.
Accounts Support Service
- Follow up to the Advanced reconciliation service
- Priority bookings to the Accounts team
Designed to give ongoing support to clients who have completed the Advanced
Reconciliation Service.
Clients will have priority bookings with specialised account trainers who will be available
to advise with account queries.
To book your training call us now on 01706 508 730, option 1,
or Email us at enq@propsoftware.co.uk