Your questions answered
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Below are a few answers to the questions some of our Advisers have asked us, feel free to contact one of TAP's team member if you have any other enquiries or email info@tapnz.co.nz
Who owns my data?
Who owns my data?
You. Our agreement with you unequivocally states that you own your data.
What are your service turnaround times?
What are your service turnaround times?
Our business is built around providing a premium service that exceeds advisers expectations. More often than not, work is actioned the day it is submitted (this can of course vary due to public holidays and weekends etc). Our team are highly competent, and to the best of their ability, prioritise urgent work (such as new business submission).
Is my data ‘swimming around’ with other advisers data?
Is my data ‘swimming around’ with other advisers data?
No. Our system architecture provides each business with an independant database, linked to your domain. These individual databases maintain total independence of your data, significantly increased security, and reduce the likelihood that if an issue arises with one database it will affect the others. This framework protects against cross contamination of client data due to human error.
What support services does TAP offer?
What support services does TAP offer?
In this industry, there are only three fundamental principles for your business: DOING THE WORK, RECORDING THE WORK & REPORTING THE WORK.
TAP CRM already handles the data reporting for you. You've completed the work. Now, how are you recording it? Proper documentation is essential for accurate reporting.
You may use one of TAP's support services to get help with the recording bit for you. TAP offers support services like Full Admin, Wizards, Client Review Calling and Compliance Support.
You can read more HERE
What additional services does TAP offer?
What additional services does TAP offer?
Apart from the CRM platform, Licensing, Compliance, Admin/ Wizard service, with some add-on costs TAP can also offer you support with FDRS, PI Cover, Quotemonster, MailChimp and help you get setup with our referral partners like Blanket, Loanoptions.ai, Tower, Prospa, Bizcap and Equiti
You can read more HERE
What security measures are in place?
What security measures are in place?
We use Google’s GSuite (including Gmail) to manage your access to The Adviser Platform. Gmail is widely recognised as one of the most secure email providers available. Your account requires a username and password to log in. You must keep your username and password secure, and never disclose it to a third party. Because the information held by us is so sensitive, account passwords are encrypted, which means we cannot see your passwords. We cannot reset or resend forgotten passwords either. You maintain control over your access.
We follow generally accepted industry standards to protect the information submitted to us, both during transmission and once we receive it. We maintain appropriate administrative, technical and physical safeguards to protect your data against accidental or unlawful destruction, accidental loss, unauthorized alteration, unauthorized disclosure or access, misuse, and any other unlawful form of processing of your data in our possession.
Can my staff or team members have different levels of access?
Can my staff or team members have different levels of access?
Yes. System access and level of functionality is enabled via 5 different user security settings:
Business Owner - full view, edit, export & delete.
Adviser Manager - view & has limited edit functionality of their own, and their advisers data only. Cannot export or delete.
Adviser - view & has limited edit functionality of their own data only. Cannot export or delete.
Admin Staff - view and edit all company data. Cannot export or delete.
Lead Generator - create new leads only. Cannot export or delete.
We can provide a comprehensive list of user access settings on request.
How robust is your IT & physical infrastructure?
How robust is your IT & physical infrastructure?
We have invested heavily in infrastructure and redundancy planning to minimise the risk of system disruption. For example, we utilise 3 separate internet service providers simultaneously and have backup generators onsite. We use Google, Amazon Web Services & Microsoft’s Azure platforms to sync and host the data.
How are you preparing for the evolving regulatory environment?
How are you preparing for the evolving regulatory environment?
Whilst noone has a crystal ball, most would agree that no matter what the changes end up being, an advisers workload will go up, rather than down and will require more support than ever. An adviser who can demonstrate a consistent, repeatable and well documented process is going to be well placed. Providing administration support that is heavily process driven means a TAP adviser will be in a strong position to pursue their own licence, or demonstrate they can be part of an existing licensed entity.
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