Welcome to this course on the systems and actors that support your work as a self-employed financial advisor within Signature Financial Group (SFG). Our ecosystem of tools and partners is designed to optimize your efficiency, allow you to focus on your customers, while ensuring smooth and efficient administrative and technical management.
This course is a comprehensive introduction to the actors (companies) and systems (IT platforms) that you will use on a regular basis. You will find a description of each entity, its role, its relationship to the others, as well as a detailed explanation of its practical use.
The learning objectives are as follows:
- Identify the precise roles of the actors (SFG, S_entiel, AgenZ) in the administrative process.
- Acquire the skills needed to effectively centralize support requests through ZenDesk.
- Understand the pivotal role of the Apexa platform in contracting and legal compliance.
- Use Centralize and VieFund for client transaction tracking and commission reconciliation.
Here is the course outline:
- Introduction: Presentation of the ecosystem of tools and partners to optimize the effectiveness of financial advisors.
- The actors and their roles: description of SFG, S_entiel and AgenZ, and their collaborative links.
- The ZenDesk tool: a detailed explanation of the case management system and its usage protocol.
- The Apexa platform: the definition of Apexa’s role in AMF compliance, the contract circuit and the guarantee of commissions.
- The Centralize platform: details of this platform for the consultation and monitoring of customer contracts.
- The VieFund platform: presentation of the essential tool for monitoring client funds and verifying investment commissions.
- Conclusion: the renewal of the certificate and the certificate of practice.
