Advanced Reconciliation Service

• Initial telephone conversation with an Accounts Manager
• One day's onsite accounts training
• Ongoing telephone / remote support

Designed to help you comply with legislation and industry association (A.R.L.A., N.A.L.S and R.I.C.S.) regulations.

This is a specialised service that will focus on working through your accounts both in the bank and in C.A.R.L., the aim of which is to ensure that you balance and fully understand the associations' compliancy requirements.

Our specialist trainer will examine all aspects of your client account management, your internal process and the options available in C.A.R.L. We will develop a bespoke schedule aimed at achieving and maintaining pro-active account management.

Accounts Support Service

• Follow up to the Advanced reconciliation service
• Priority bookings to the Accounts team

Designed to give ongoing support to clients who have completed the Advanced Reconciliation Service.

Clients will have priority bookings with specialised account trainers who will be available to advise with account queries.