How outsourcing led to a 30% boost in growth for this financial services provider
Located in NSW, this financial services provider has been helping its clients achieve their financial goals for over a decade.
The firm is continuing to grow – both organically and through acquisition – and establish itself as a leading financial planning firm with an enhanced service line that engages a wider client base.
A goal that couldn’t be accomplished without expanding its team whilst maintaining strong customer relationships and a high level of service.
Download the case study to find out how SuperRecords helped this provider boost growth, reduce hiring costs, and increase capacity by providing financial outsourcing services.
Create capacity.
Drive profits.
With Super Records, we’re gaining efficiencies each and every year
Mark W Head of Operations
Super Records are very professional to deal with and have a clear and efficient process
Sook S Parter
I’m looking forward to another successful year with Super Records
Andrew D Financial Planner
