We offer a very personal and proactive service. We pride ourselves on our responsiveness to the needs and aspirations of our clients.
Services
eo is a financial services company dedicated to providing effective and innovative solutions to superannuation trustees, company boards, employers and associations.
In everything we do, we are motivated to seize the opportunities to make a big difference to our clients through personal and proactive service.
eo offers a broad range of services, organised across our six specialised teams.
This divisional arrangement maximises our capacity to provide services that are flexible, varied and client-centric.
Whether you need a single service, a selection of our capabilities, or our complete integrated service solution, we stand ready to provide the services you require, always with our characteristic personal touch.
Operations
Our Operations team plans and manages business activities to successful outcomes. The team brings together substantial experience and understanding to focus on planning, communication and relationship management.
As a result, Operations is well-placed to deliver key operational activities, ranging from special projects and enterprise-wide change programs, through to business-as-usual tasks.
Key competencies include:
- Management of fund administration and reporting
- Management of insurers, auditors and other service providers
- Benchmarking service level standards
- Technical support
- Project management
- Contract and tender management
- Process design and documentation
- Strategic and business planning
We expertly balance our clients' requirements to deliver the right quality, efficiently and effectively.
Secretariat and governance
Our Secretariat provides support for the regulatory, statutory, legal and compliance activities of our clients. We provide these services by combining best practice processes and procedures to ensure the highest-possible standard of a "client first" service delivery.
Key services include:
- board and committee services
- archive management
- Managing statutory lodgements and licensing (eg APRA, ASIC and the ATO)
- Managing director training and development
- Developing risk management plans and strategies
- Whole-of-business approaches to compliance and risk management plans and strategies
We specialise in providing clear, concise and timely information.
Investment Operations
Our specialised investment Operations team is skilled at managing the large volumes of capital and data involved in managed investments. With a dual-focus on fine detail and strategic overview, the team is adept at delivering information at the right detail at the right time to our clients.
Key services include:
- reconciliation of administration system and custody system balances
- cash forecasting
- calculation of interim and final crediting rates
- managing unit pricing processes
- managing investment tax provisions
- managing investment operations policies, procedures, roles and responsibilities
- calculating earnings accruals
- internal and external reporting
The team successfully balances strategic development with detailed execution
Finance and accounting
Our Finance team provides clients with the required tools to monitor and control finances and accounting functions.
Through efficient transaction processing, robust budget processes and accurate financial reporting, the team is focused on assisting our clients' decision-makers in achieving their goals.
Key services include:
- production of management accounts, including relevant commentary.
- payroll services, including salaries, superannuation, PAYG and Payroll tax
- accounts payable and receivable
- budgeting processes
- regular and ad hoc reporting
- preparation of annual financial statements
- end of year processes and lodgement of annual statutory returns
- tax management and payments (including BAS)
- managing finance policies and procedures
We provide a systematic and efficient solution to our clients' finance and accounting needs.
Sales
Our Sales Team delivers results for our clients, everytime.
Across three streams, the team provides a face and personality for our client companies. Face-to-face, over the phone and even online the sales team delivers information, gathers feedback and constructs relationships with the customers of our clients.
Member services
A national team of consultants focused on building relationships and brand loyalty.
Key services include:
- one-on-one consultations
- educational and informational seminars
- targeted customer forums and national roadshows
- new customer activities, including welcome calls
Personalised and targeted contact maximises member activity, retention and advocacy.
Employer services
A national team of business development and relationship managers focused on performing targeted, measured and recorded business engagement activities for our clients.
Key competencies include:
- maintaining and maximising the value of existing client relationships
- representation at industry and association events and forums
- developing and delivering business proposals
As a mobile group, the team reinforces our corporate messages and builds employer loyalty for our clients as the provider of superannuation services.
Teleservicing outbound contact centre
Our contact centre stands ready to design, run and report on campaigns.
Key services include:
- Welcome calls
- Service calls
- Customer surveys
- Campaign calls
- Script design and management
- Reporting and analysis
Proactive outbound customer contact to drive acquisition and retention while gaining vital member details and campaign intelligence.
Marketing
Our Marketing team plans, produces and delivers effective marketing and communications across a broad range of channels by taking the time to understand our clients and their customers. The team delivers to our clients a positive method of building credibility and trust that is vital to the acquisition and retention of the customer base.
Key services include:
- Market research and customer analysis
- Strategy development
- Brand management
- Direct marketing, including mail, email and mobile SMS
- Advertising
- Sales support
- Collateral production
- Website management
- Agency management
- Preparation of regulatory documents, including PDS and FSG
We take the time to understand you, and then draw on our expertise to deliver tailored strategies and communications that engage your customers at all levels.
