JN Fund Managers Implements Online Appointment System

JN Fund Managers has implemented an online appointment system, which will ensure the safety of its customers and provide efficient services at the same time.

Sharon Whitelocke, deputy general manager at JN Fund Managers, said that as a result of the COVID-19 pandemic, which poses safety concerns, the investment company thought that it was prudent to implement a system which would give clients the opportunity to meet with them in a  more comfortable space.

“Our clients have the ability to schedule an appointment with any of our financial advisors, at a time that is most convenient to both of them. It also offers them security in knowing that they are protected,” she said, noting that, “they would still have the opportunity to meet with their financial advisors, in person, with the necessary COVID-19 protocols being observed.

She pointed out that although the pandemic has negatively impacted the country and forced the society to practice physical distancing; and heightened hygiene practices, financial planning is till important.

“Our clients still need investment advice, and they want to speak with professionals in the business, to understand what is happening in the market; and we understand that they want to do so in a comfortable and convenient space. Hence, we explored best options and determined the approach to provide audiovisual context. We also decided that the timing was opportune, given the current pandemic,” Mrs Whitelock informed.

Explaining how the system works, Mrs Whitelocke said that clients are encouraged to log on to the JN Fund Managers corporate website at https://www.jnfunds.com/ and click on the “schedule an appointment button,” which will take them to the Financial Advisors’ Page. From there, the client can click on the name of any financial advisor they wish to meet with.

“Once they select the Financial Advisor, then they will see the time slot which is open for that financial advisor to meet with them. They will also be asked what financial advice they are interested in, to assist the financial advisor to prepare for their consultation,” she explained, noting that after the appointment is booked, there is an automatic schedule in the calendar of the client and the financial advisor.

Mrs Whitelocke explained that one of the aims of the new initiative is to improve the efficiency of JN Fund Managers and enhance the clients’ experience.

However, she noted that the initiative was not only available to existing clients, but also to potential clients. The main services offered through the initiative includes: advice about financial markets; assistance to examine investment portfolios; guidance in terms of the market performance, and future projections of the market.

She stated that there was no cost to the client to book their appointments. The online appointment system has been in place for approximately one month now, and Mrs Whitelocke advised that the feedback from clients have been positive.

“So far, the uptake of the Online Appointment System has been excellent;  we find that clients, who actually take the time to make an appointment with us, are committed to their investment path and ready to do business,” she informed.