Processes Archives - Page 2 of 3

Data Deletion

As a financial services provider, we obtain and store much client information in the form of files and emails. This process helps mitigate the damaged…

Simon BarbaroNovember 30, 2023

Create and Send Email

A process we use to effectively prepare & send emails

Simon BarbaroNovember 27, 2023

Client Request Escalation

Client tasks will be completed faster; client relationships will be professional & respectful, and more time in the sales staff diary.

Tyson CrottyNovember 24, 2023

Out Of Office

When a team member is absent for work, it is important that the team is notified, and all work and emails are monitored/covered by a…

Simon BarbaroNovember 24, 2023

Inbox Management: Triage

This is how we manage and triage email

Tyson CrottyNovember 23, 2023

End of Year Closure & Communications

This process aims to ensure all communications (for Finspective staff and clients) are set up and done accordingly for the Christmas and New Year closure…

Simon BarbaroNovember 22, 2023

Social Media Posting

Posting regularly on social media sites is a great way to improve our brand awareness and rank higher as a Google My Business page. Google…

Simon BarbaroNovember 22, 2023

Multi Factor Authentication Set Up

This process will outline the setup and importance of Multifactual Authentication (MFA), aka 2FA. Staff will need an Authenticator app such as Google Authenticator or…

Simon BarbaroNovember 22, 2023

MailGuard – Email Quarantine Check

This is the process on how to check and release quarantined emails from our MailGuard email security system. In order to stop emails from being…

Simon BarbaroNovember 22, 2023

LastPass Password Check

This process will outline the importance of using LastPass as a secure password platform. Finspective staff using LastPass will need to periodically review their passwords…

Simon BarbaroNovember 22, 2023