Wealth management parcel audit
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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 EPISCS comes in.
Weekly reports showcase success
- See accumulated savings in real-time
- Reports produced quickly
- All shipping data and activity disclosed clearly
Increase revenue and save time
- EPISCS operates on a split of the savings
- A world-class tech that does all the work for you
- See 2-6% in savings every week
Eliminate lost shipping dollars
- View detailed costs on any shipment
- EPISCS only makes money if you do
- No onboarding fees or ongoing fees
You increase your client’s wealth. EPISCS increases your revenue.
Overcharges on shipments are hard to catch. Who has the time to hassle with carriers on individual shipment errors? EPISCS 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 EPISCS reports on the success in real-time. EPISCS 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 EPISCS splits the savings secured by EPISCS, 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 EPISCS can help you get more done in less time.
Shipping is 50% more expense than it was 10 years ago.
Overnight letters delivered late are eligible for a full refund on shipping costs.
EPISCS is the leader at automatically securing credits from FedEx, UPS and DHL.
