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PROPOSED PROCESS · SUBJECT TO APPROVAL

Proposed Lead Generation Workflow.

A transparent separation between generating an enquiry and providing authorized financial services.

  1. 01
    WEBSITE ENQUIRY

    Visitor

  2. 02
    WEBSITE ENQUIRY

    Discovers website

  3. 03
    WEBSITE ENQUIRY

    Submits enquiry

  4. 04
    WEBSITE ENQUIRY

    Consent and enquiry details recorded

  5. 05
    INITIAL FOLLOW-UP TEAM

    Initial follow-up

  6. 06
    INITIAL FOLLOW-UP TEAM

    Lead qualification

  7. 07
    AUTHORIZED PROCESS

    Approved referral to authorized adviser

  8. 08
    AUTHORIZED PROCESS

    Adviser handles the financial-services process

  9. 09
    AUTHORIZED PROCESS

    Outcome recorded through the approved system

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