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In a world first collaboration, FeeSynergy has partnered with Equifax to bring credit score data to accounting firms to provide unique insights into their clients.
FeeSynergy launch Equifax credit score module for accounting firms
27 October 2021
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2 minute read
FeeSynergy Webinar for Accountants in Practice.
How well do you know your clients?
Introduce a new service line and enhance your client relationship.
Webinar Date: Tuesday 16th November 12.00PM – 12.45PM AEST
In this not to be missed webinar, FeeSynergy will demonstrate how your client data is the key to building better client relationships and generating new recurring revenue. FeeSynergy is a well-known and respected brand within the Australian and New Zealand accounting scene. Its flagship FeeSynergy Collect platform is used by hundreds of firms to manage processes including online payments, automated collections, recurring direct debits and engagement letters.
Now in a world first collaboration, FeeSynergy has partnered with Equifax to bring credit score data to accounting firms to provide unique insights into their clients. Credit scores can be used by service providers, such as accountants, to manage client risk, enhance client engagement and quickly identify new business advisory opportunities.
During this webinar FeeSynergy will show how your client’s own data provides new ways to view and add value to your clients ...
- Easily identify new business advisory opportunities
- Client payment trends
- Client portfolio risk profile
- Risk mitigation and risk management
- Equifax credit scores
- Equifax reports – credit and property title reports - industry best pricing
- KYC/AML data verification at your fingertips
Who should attend? Partners, directors, practice managers, risk and compliance managers
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