QSI Brokers is a financial services provider offering both long and short-term insurance and investments related services.

The main challenges faced by QSI brokers are the stringent reporting and compliance requirements introduced by the FIAS and FICA legislation governing the conduct of Financial Service Providers. The Financial Services Board monitors these compliance issues and requires annual reporting with archiving of relevant documents for long periods of time. FSPs should also track interactions (tasks) they have had with their clients and what the outcomes (advice given) on these issues are.

Task scheduling and task management are the key to getting things done.   There is a story about a man who approached JP Morgan, held up an envelope, and said, “Sir, in my hand I hold a guaranteed formula for success, which I will gladly sell you for $25,000.” “Sir,” JP Morgan replied, “I do not know what is in the envelope, however if you show me, and I like it, I give you my word as a gentleman that I will pay you what you ask.”

The man agreed to the terms, and handed over the envelope. JP Morgan opened it, and extracted a single sheet of paper. He gave it one look, a mere glance, then handed the piece of paper back to the gent. And paid him the agreed-upon $25,000. 

Business starts with a Vision and Mission - whether it is a formal statement that has been developed consultatively with staff or the ideal of the entrepreneur who started the business, successful enterprises have an ideal towards which they strive.

All we want from you is a name - but not just any name. We want your referrals and leads - anyone you think will benefit from using Streamline in their company. They could be your clients, your suppliers, your friends or family. Just let them know to expect our call and give us their details.

Talent Mining in the Financial Sector using Streamline as Process Engine

Pure Innovation, a new client to Streamline, is a company that focuses on identifying and developing productive talent patterns in business - which they refer to as talent mining in business. They use a trademarked and unique methodology to map talent patterns in business, focus on developing and recognising existing talent and skills, and increase workplace productivity through managing skills application in the workplace.