“Being able to manage tasks and view what is happening and has happened with any client or staff member at any time is especially important to us. Consultants on the road or working from home are easily monitored and tasks are completed timeously.” Heila Nel, QSI Brokers

Wednesday, 11 November 2009 02:00

In focus: Statucor

“From having a limited work flow process system before, Streamline now takes care of our client database, portfolio allocation and client records – all at a reasonable price”, says Matthew Wray of Statucor, part of auditing firm BDO.

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