What are your agreed Service Standards?
We currently operate a 5 working day service standard for delivering a fully complete and presentable cashflow model or planning models for use with your clients.
Requests received before 3:00pm will trigger “Day One” of the 5 working day standard. Requests received after 3:00pm will start the process from the next working day (weekends excluded). It is critical that all client data is provided to ensure the cashflow modelling can be completed within the agreed timeline. If further information is required, the process will be paused until the additional information is made available, at which time the 5 working day standard is recommenced from the point at which it was paused.
Any case that is considered or highlighted as urgent will be reviewed based on the reasons why and may be re-prioritised in the triage queue to accommodate both you and your client.