Great news! We've listened to you and are pleased to announce that you will now be notified in advance of the maturity date of your clients' Guaranteed Interest Funds (GIF).
You'll notice 2 new notifications in Business Tracker:
- 3 weeks before maturity: This will allow you to review your clients' needs and determine the preferred reinvestment strategy
- The day after maturity: if no reinvestment instructions have been submitted
In addition to optimizing your planning and making you more agile in your communications with your clients, these new notifications allow you to:
- Be proactive in servicing your clients
- Highlight the value of your advisory role
- Contribute to the retention of your clients' assets
