Don’t just believe us when we tell you our services can radically change advisers’ business processes for the better – let our clients tell you in their own words:
“As a long term customer of IFA Dataflow, we have always found their service to be fast and efficient. The files are returned promptly, without any fuss and there is always someone on hand to help whenever required. They can be relied upon to help support the high standard of service we offer to our clients”.
Benna Brady, Tenet Group Ltd
“IFA Dataflow has streamlined our commission and fee processing so much that we are now able to import data from a pdf file at the touch of a couple of buttons. The time saved in data input has allowed us to concentrate on other areas of the business.”
Emma Wilde, Marketing Manager, Bellpenny
“You know how when you find an amazing hotel or restaurant sometimes you don’t want to tell other people about it and you want to keep it secret? Well I hesitate to write this, but one of the secrets behind Policy Services Limited’s ability to deal with millions of legacy commission entries per year has been IFADataflow”.
David Ness, Policy Services
“The people who work at IFA Dataflow are very efficient and helpful. If I need a statement returned urgently, I can always rely on them to process this as top priority and return it to me right away.”
Nadine Key, Thorntons Investments
“I have used IFA Dataflow for a number of years and could not recommend them highly enough. Instead of wasting hours manually entering commission data, I can now send this to IFA Dataflow and have this converted quickly saving my valuable time and resources. This then imports straight into our systems”.
Joanne Morgan, Hazelton Mountford Jefferies
“We’ve utilised IFA Dataflow for the past few years and they continue to provide us with a really efficient service. Being able to call on a service that converts PDF files to CSV with such speedy turnaround times is one thing, but when the CSV files are returned in an IO compatible template it’s even more resourceful.”
Tim Gale, Circadian
“Any statements sent to them are usually returned to us within 24 hours, sometime less, as an EDI File. Even when we ask for things as a one off project they always come up trumps and the files they return are proven to be completely accurate.”
Sara Henderson, Whiting & Partners Wealth Management