The Model Office

I Don't Know What I Don't Know

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The Model Office by Mind Map: The Model Office

1. Marketing

1.1. email

1.1.1. video content

1.1.2. targeted marketing

1.1.3. personalisation

1.2. SMS/TXT messages

1.2.1. multi-media messages

1.3. News Feeds (RSS)

1.4. website

1.4.1. calculators

1.4.2. 'contact us'

1.4.3. client login

1.4.4. client/prospect education

1.4.5. event registration

1.4.6. newsletter subscription

1.4.7. life insurance quotes

1.5. Campaign Management

1.5.1. Seminars

1.5.2. email

1.6. Feedback Questionnaires/Surveys

1.6.1. Annual Client Feedback Survey

1.6.2. Service Experience Feedback

1.7. Data Mining

1.8. Lead Management (sales/opportunities)

1.9. Mail

1.9.1. Letter Wizard

1.9.2. mailing labels

1.9.3. Print-to-Post (Esker.com.au)

1.10. Client education

1.10.1. Knowledge Centre

2. Communications Management

2.1. File Notes

2.1.1. Document Notes

2.1.2. Meeting minutes

2.1.2.1. Saving from iPad

2.1.3. Time/Cost

2.2. Letters

2.3. SMS/text message

2.4. email

2.4.1. Capturing client responses

2.5. Signatures (client acceptance)

3. Revenue Management

3.1. Fee Disclosure

3.1.1. Statement of Advice

3.1.2. Annual Fee Disclosure Statements

3.2. Fees

3.2.1. Time-based billing

3.2.2. Funds Under Management (FUM/FUA)

3.2.3. Adviser Fees (platforms/wraps)

3.2.4. Invoices

3.2.4.1. manual reconciliation

3.2.4.2. Macquarie DEFT

3.3. Client Profitability

3.3.1. Reporting (practice analysis)

3.4. Commission

3.4.1. shares/direct equities

3.4.2. mortgages

3.4.3. insurance

4. Practice Management

4.1. Workflow (Threads)

4.2. event management (Diary)

4.2.1. notifications

4.2.1.1. appointment confirmation

4.2.1.2. appointment reminder

4.3. Partner Management

4.3.1. Professional Advisers

4.3.2. Referrals

4.3.3. Suppliers

4.4. Staff Management

4.5. Compliance Management

4.6. advice management (Cases)

4.7. activities (Tasks)

4.8. management reporting

4.8.1. User Dashboards

4.8.2. 'standard' reports

4.8.3. custom reports

4.8.3.1. XPort

4.8.4. scheduling reports

4.8.4.1. Scheduler

5. Access

5.1. Client Online Access (COA)

5.1.1. Diary

5.1.1.1. Letting clients request appointments

5.2. Touch (for Clients)

5.2.1. Moblie

5.2.2. Tablet

5.2.3. Web/Browser

5.3. Touch (for Advisers)

5.3.1. Web/Browser

5.3.2. Moblie

5.3.2.1. Tasks

5.3.3. Tablet

5.4. Web/Browser

6. Compliance

6.1. Opt-In

6.2. Annual Fee Disclosure Statements

6.3. CPD development plan

6.4. Complaints handling

6.5. Gifts register

6.6. Breach register

7. Integration

7.1. email

7.1.1. MS Outlook

7.1.1.1. Outlook Plugin

7.1.2. MS Exchange

7.1.3. MailChimp

7.2. SMS gateways

7.3. Forms/Applications

7.3.1. eApplications

7.3.2. NextGen (ApplyOnline)

7.4. Trust Deeds (online legal documents)

7.4.1. Cleardocs (Thomson Reuters)

7.4.2. Topdocs

7.5. News feeds (RSS)

7.6. Budget/Cashflow

7.6.1. MoneySoft

7.6.2. BankLink

7.6.3. System data feeds

7.7. Hardware

7.7.1. Multifunction Devices

7.7.1.1. Konica Minolta

7.7.1.2. Fuji Xerox

7.7.1.3. Ricoh

7.8. Video conferencing

7.8.1. SuiteBox

7.9. Invoicing

7.9.1. Macquarie DEFT

7.10. Portfolio

7.10.1. Straight Through Processing STP)

7.10.1.1. Perpetual Investment Management Limited

7.10.1.1.1. Perpetual Wholesale Funds

7.10.1.2. Mason Stevens

7.10.1.3. FIIG

7.10.1.4. UBS Securities Australia Limited

7.10.1.5. netwealth

7.10.2. Datafeeds

7.11. Assets

7.11.1. CoreLogic (RPData)