Valuiza

Valuiza is a cloud-based service designed to help advice businesses achieve growth by building stronger client relationships. This supports client retention, generates referrals and gives them access to qualified leads. All for less than a cup of coffee per day, and 40 minutes of time per week.

If you're a financial adviser, accountant or legal practioner, you can utilise our proprietary IP, a unique service that:
> Generates valuable client insights
> Pinpoints what to do to improve retention and referrals
> Automates new lead generation to match consumers with the best specialist – you; and
> Assists your senior management team to identify – and improve – client lifetime value (profitability)

With the availability of technology to measure almost anything happening in a business, there’s simply no excuse to avoid seeking client feedback on a regular basis. You can't manage what you don't measure. You can't improve.

Ray McHale – one of the founders of Valuiza – has more than 25 years’ experience working in the financial services industry, including roles in retail banking, institutional banking, training, and network management. It was during this time that he became frustrated at not being able to quantify the strength of the client relationships he had developed, and Valuiza was born.

Ray's Co-founder Simone has over 17 years’ experience in business development and is experienced in developing campaigns to generate awareness, drive sales and build loyalty. She's managed administrative, business development, sales, and financial teams within businesses, supporting those teams in performing their roles and responsibilities.

All new Valuiza customers can take advantage of a 30-day free trial, meaning there’s no risk and no obligation.