With the team at Newfi up and running with the FreeAgent platform, their efforts are bearing fruit. The increased visibility has led to the development of processes that are helping Newfi save time on the minutiae and focus on what’s most important. The implementation of daily task reminders has allowed the team to know what the day ahead brings without spending their mornings mapping it out. Email templates, coupled with client lists that can be filtered by stage, make communication faster and more consistent. The time each account executive saves is upwards of 10 hours a week, and that time can be directly invested into making more connections.
For the leadership team at Newfi, the results of the partnership with FreeAgent have been equally as fruitful. The insights they have at their fingertips allowing them to offer support to their team at the moment when it is needed. Preparing for meetings is also easier as all the information they track can be compiled into reports simply and easily. Once a report is created, the parameters can be saved, allowing the same report to be pulled daily, weekly, or monthly as required.
While saving time and improving efficiency are easy to measure, collaboration and camaraderie are harder to put a number to. With FreeAgent, the team at Newfi can see what each other is doing and healthy competition is a proven driver. The team now sends challenges back and forth, motivating each other to make one more call or send that one last invite. By working together they can accomplish more every single day.
Newfi is hard at work every day helping people invest in their future. The opportunities they provide open the door for people who have traditionally been left out. A secure future for more people means a secure future for America and that is the real impact of Newfi. FreeAgent is proud to be a part of such an endeavor and looks forward to accomplishing even more great things together.