Breakfast with SAIFAA - August 2024 - RECORDING

(This is exclusive to SAIFAA members and webinar access purchasers.)

Scroll down to watch the recording of this Breakfast with SAIFAA

As we continue through the year, we're excited to bring you our August Breakfast with SAIFAA (BwS) session, featuring an exclusive presentation from Skye Business Management Software.

Joining us from Skye: Chante van Vuuren

At this session, we’ll explore how Skye's IT solutions can revolutionise your financial advisory practice with tools designed to streamline every aspect of your business. Skye's CRM captures and manages client data, communications, meetings, and deadlines. It also includes tools for client and policy reviews, record of advice, and WhatsApp integration for seamless interactions.

With Skye's FAIS compliance management tools, staying on top of regulatory requirements is effortless, ensuring your practice remains compliant with detailed reports. The competency register and skills gap audit help maintain a well-trained team, meeting all Fit and Proper requirements. HR management tools allow you to oversee performance, leave, and daily tasks efficiently.

Skye also offers tools for managing templates, policies, travel logs, and user tasks, making your practice more efficient. Their user-friendly, modular system adapts to your practice's specific needs, ensuring quick adoption and customization. Secure storage on Microsoft Azure and excellent customer support make Skye an invaluable asset.

This session is a fantastic opportunity to connect with fellow IFAs, share ideas, and discuss best practices. Engaging with the Skye team will provide insights into improving your operational efficiency and cost savings.