Outstanding Sales Process Support

Momenta provide outstanding sales management support to a number of companies around the world; sharing key knowledge of the industry, advising on the business market, and keeping clients up to date with the latest regulatory changes.

In the current climate of tightening regulation, it is vital that every member of your sales team is kept up to date with the latest compliance procedures and business practices in order to meet the highest of standards.

Our Sales Support Process

New Business Checking

Momenta have helped a number of new businesses maximise their potential through our new business checking procedures. Your business can feel the benefits of our 20 years’ experience and we can advise on the right structures to put in place in order to maximise your potential.

We aim to:

  • Enhance or replace in-house services
  • Ensure full compliance of business transactions
  • Validate for wealth management, and commercial and retail banking

Review Sales Processes

With a strong sales process, a business can maximise returns and increase profitability. Our comprehensive business review procedures will comprehensively examine current sales procedure to ensure their efficacy and adherence to current sales procedures.  Our evaluating techniques can help deliver the results that your company requires.

Our sales process review ensures:

  • A maximum return on investment
  • Continuous up to date compliance

Paraplanning

Paraplanners work with Financial Planners and Financial Advisors and perform many of the administrative duties associated with these roles, freeing up the financial experts to focus on their clients and create new investment opportunities.

Our paraplanners deliver:

  • Statistical analysis
  • Understanding of compliance rules
  • The ability to write financial reports
  • Excellent administrative abilities and time management skills
  • The ability to handle a broad range of engagements, including pensions, inheritance tax, investments and protection products

Contact us today to find out how are Sales Support Processes can enhance your business.