Our many years of Financial Services experience tells us that something needs to be done to tackle the dilemmas about quality and quantity of people joining the industry.

In response we have developed our Academy where we take people with the potential skills and attributes irrespective of their background and previous experience and launch them on a career path in either financial advice or customer service roles.

Our Academy focuses on taking the raw recruits and developing them into the new advisers and back office staff of the future to tackle the industry’s dilemmas of:

The face to face advice dilemma

The public needs quality face-to-face financial advice yet the number of experienced financial advisers is reducing.

The average age of financial advisers has increased to 50+ because more advisers are retiring from the industry than there are new advisers coming in to replace them. So, organisaitons continue to compete for the same advisers; advisers that are becoming scarcer.

The distribution dilemma

Product providers have invested heavily in the internet to boost sales but they recognise that the internet is no replacement for quality face-to-face advice. Providers need quality distribution to satisfy the need for face to face advice.

The customer service and retention dilemma

Today the customer expects to be able to manage their finances 24 hours per day, 7 days per week and to have the ability to update and access information as and when they need. However, our industry is struggling to provide the quality of service the customer requires as they are finding it more and more difficult to recruit, train and retain the number of people this demands

There is an ongoing requirement to recruit and train high quality Customer Services and Call Centre staff. However, it is a very competitive market with employers placing larger and larger adverts, often in the same newspapers and on the same job boards. They are still finding it increasing difficult to attract the numbers and quality of people required.

There is only one solution to these dilemmas - bring new, well-trained, high-quality recruits into the industry.

This is where Insynergi’s Academy has the answer.Insynergi will find the people who are suitable for the financial services industry. Insynergi will develop their skills and potential so that they are productive right from the start.

Contact Insynergi to find out how our Academy can help grow your business.