Ensuring up to date values for your clients and monitoring of ongoing risk exposure.
Showing customisable Key Performance Indicators measuring the heartbeat of your business, staff and client activity.
Tishkint gathers your commission statements and fee invoices, allocates payments to clients and highlights anomolies.
Highlighting outstanding actions for yourself, your clients and the investment or protection providers.
Tishkint is cloud based so you can view Portfolios in your (parked) car just before visiting a client or when working from home.
Tishkint produces a number of reports that track exactly what you are required to give to the CB.
You can give selected clients online access to their Portfolio from your website sharing as much or as little information as you choose 24/7.
We can configure your Tishkint installation to use your headed paper, company graphics and colours to produce a Portfolio Valuation Report that is the envy of your competitors and the delight of your clients.
Tishkint highlights policies that are nearing maturity or expiration and can help you plan and track activities for reinvestment.
By correlating client value to the staff that service that client and the time taken to support and advise each client, Tishkint can help measure efficiency of processes and the productivity of staff.
Export your client data into Voyant, check your Email, access your cloud based digital assets - all in a day's work for Tishkint.
Track and measure effectiveness of your Sales Opportunities.
Our experts are available throughout working hours to not just help with problems but to advise of efficient usage.
Looks good on all devices.
High volumes of data are processed quickly so that you can act at the speed of thought.
Want to know more about some figure? Just click on it. Menus are minimal.
A customer said that if a user couldn't use Tishkint then they shouldn't be working there.
We are continuously adding relevant functionality to Tishkint based on feedback from our advanced users.
If you are going to be spending hours using software, shouldn't it look good?
To minimise change in their organisation, some of our clients have initially kept their existing systems and, even with such a gradual implementation, Tishkint brings immediate benefits. Over time, you will reduce your dependency on the old system and Tishkint will become the single source of client and portfolio data.
Most certainly. Once we have permission, we can load all the target broker's portfolio and income data and we have specific analyses that determine key measurements about that business including the range of age profiles and wealth of individual clients. Because we are independent, we can quickly get agreement from both sides.
Our customers find Tishkint very easy to use. One commented that if someone couldn't use Tishkint without training then they should not be employed by them. That may be a bit harsh but it does demonstrate that Tishkint is intuitive and the answer to all questions is just a click away. We usually work with one staff member during the Implementation so that we get to understand how the office works and then we can configure Tishkint to suit all users. That said, we are continuously enhancing Tishkint and with each new feature, we release new instructional videos to help you get the most out of it without disrupting your day to schedule training.
No. Tishkint is well suited to advisors who are focused on long term relationships with their existing clients. Brokers who sell products, take all commission up front and move to the next opportunity tend to place lower value on the customer relationship and Tishkint will have limited value to them.
Yes, we store all your data in ISO 27001 certified data centres in Ireland and this ensures that the highest standards of physical security are applied. In addition, we run regular vulnerability tests and maintain audit logs of all access.
We'd all like that but we have to eat too so there is a monthly subscription and it is excellent value.
First, ask yourself a few questions. You don't have to share the answers with us during the demo but it will help set your expectations and evaluate your experience.
then
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