TECHNOLOGY

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At V E S T A, our technology has helped us set a new standard for client experience. With the use of ground-breaking financial planning software, we've created a transformational approach to the digital client experience that will revolutionize not only the way clients view their financial future, but also how they approach financial conversations.

Client Planning Portal

This feature allows us to provide online access to clients for data gathering and plan review from any device, whenever they want. Test different scenarios and simultaneously see the impact on your plan.

Online Fact Finder

We give clients the opportunity to tell their financial story. Through discovery templates, we offer you the ability to enter your financial information from the comfort of your home, office or wherever is convenient for you, saving invaluable time if you are busy and on the go.

Financial Goal Plan 

The Financial Goal Plan module is a powerful advanced planning tool that incorporates asset allocation, retirement planning, National Insurance optimisation, impact of annuities, insurance needs analysis, stress testing, and what-if scenario planning.

Custom Reports & Plan Summary

We create personalised planning experiences through custom reports, actionable recommendations and in-person presentations to take clients through their respective financial journeys and lead them to successful futures.

Our CRM technology manages our firm's relationships and interactions with clients and potential clients. The goal is simple: Improve business relationships. This software not only helps us focus on our organisation’s relationships with clients, but also allows us to provide support and additional services throughout that relationship. 

What Does A CRM System Do?

This solution helps keep clients and prospects happy by organising data in a way that builds stronger relationships and gives us a complete record of website, email, telephone, social media data, and more, across multiple sources and channels. It also stores personal details, such as a client's personal preferences on communications.  

Scheduling appointments over the phone is a time and resource draining process that’s also inconvenient for our clients. Technological advancements like online scheduling software have made the client-booking process easier for both administrative staff and clients alike. 

Benefits of an Online Scheduling System

An online scheduling system is a Web-based application that allows clients to conveniently and securely book their appointments through any Web-connected device, such as a computer, laptop, smartphone or tablet. By accessing the system through our “Book Now” button, clients select a date and time and the system will automatically confirm the booking and instantly record it within the system, without any staff action needed. In addition, the systems also come equipped with other beneficial features like automated e-mail and text message reminders, which the system sends out to clients and booked individuals on a specific date prior to their scheduled appointment.

24-Hour Convenience

Scheduling appointments over the phone usually requires a client to phone in during office hours, as few companies offer round-the-clock phone booking. An online scheduling system allows for 24-hour scheduling, not just during normal business hours.

Time Savings

Our staff spends less time on the phone booking and managing appointments, thereby freeing up their schedule for more important and pressing tasks. Booking individuals also save time, as they no longer have to commit a part of their busy schedule.