Wealth management parcel audit
The wealth management industry can be quite the whirlwind at times. As client-centered wealth managers you focus on meeting needs and wants through suggesting appropriate financial products and services to your clients. As a wealth management firm, accurate and timely shipments to clients and businesses are important. Every day time-sensitive documents with proprietary information are forwarded from your firm. Between helping a client financially plan for retirement to advising a client on lucrative investments, you have limited time to monitor individual shipments. That’s where Share a Refund comes in.
Weekly reports showcase success
Increase revenue and save time
Eliminate lost shipping dollars
You increase your client’s wealth. Share a Refund increases your revenue.
Overcharges on shipments are hard to catch. Who has the time to hassle with carriers on individual shipment errors? Share a Refund does all the work for you with a comprehensive audit assessing each individual charge that is billed to a shipment to ensure accuracy. Refunds are automatically applied as credits to your shipping invoices. And once those savings have been secured Share a Refund reports on the success in real-time. Share a Refund believes every lost dollar deserves to be returned to your business.
It’s all upside for your firm. You collect up to 6% in refunds that you’re likely not collecting currently, and Share a Refund splits the savings secured by Share a Refund, 50-50. You won’t find any onboarding fees or monthly subscription costs. It’s a risk-free solution that guarantees 100% of your refund. Signup today and see how Share a Refund can help you get more done in less time.
Tradeshows, client packets, normal operations. If it ships, Share a Refund can get a refund on it.
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No credit card or software download required.