Outsourcing Regular Tasks

Outsourcing regular tasks is for businesses who need repeatable and consistent support.

A flexible approach that can be dialed up and down.

Expand is the smart alternative to hiring more staff. Our model allows you to manage variable workloads effectively by tapping into our team quickly. We are here, when you need us.

What do we do?

Outsourcing your ‘regular tasks’ is a key way to increase your productivity and provide the focus your business needs. Regular tasks are those that a business needs to complete in a repeatable way and can easily be outsourced consistently. 

Outbound Calling

Appointment Making

Back Office & Admin Support

Event Campaign

Execute outbound call campaigns

BDM Calendar management

CRM updates and data cleansing

CRM updates and data cleansing

Provide daily and weekly activity reports

Re-engage advisers who are not active or regularly contacted

Handling the load so teams can focus on growth

Post-event adviser calling

TALK TO US TODAY

Pay for what You Need - Not What You Don't

At Expand Smart Support, we offer a smarter alternative. Our flexible model ensures you only pay for active, productive support—whether it’s outbound calling, appointment booking, or back‑office administration.

Our Experience

We have a strong track record supporting distribution teams within the financial services industry. Our detailed reporting, high contact rates, and reliable appointment conversion demonstrate our capability to drive adviser engagement and deliver measurable value for our clients.

TALK TO US TODAY

What our clients say

I had used Expand in my sole practitioner practice for many years, updating insurance records and obtaining fund and insurance research. Since merging my practice with a much larger firm, we have re-engaged Expand to conduct further work and provide assistance. The interactions are smooth and speedy, with Expand very easy to interact with and taking some load off our customer service officers. I’d recommend other practitioners who are looking for some additional administrative assistance to utilise the services on offer from Expand.
Luke Buttersfield
I’ve had the great benefit of working with Expand as part of our business. I’ve thoroughly enjoyed the experience and would highly recommend their services. As a sales professional time is always hard to find and the Expand team have been great working with me to book a large number of my client appointments. Importantly by being able to be a regular user of their services, I’d had the pleasure of working with a few consultants, more recently Anne who has been booking my meetings for the past couple of years. As such she has built up a rapport with my clients who now expect and look forward to her call and personal touch. Well done Expand and Anne, you make my job so much easier!
David Crawford
I have been working with Expand for over five years. Expand were recommended to me by two different financial service providers when my business was desperately needing additional system support. I was sceptical at first but once the service delivery commenced, Expand’s focus on important client maintenance: Fee Disclosure Statements, insurance reviews and file notes allowed me to focus on other aspects of my business with confidence & peace of mind. Even though Expand operate remotely, they are like having an extra person (or two) in the office to help when you need it. You and your business can only benefit from using their reliable services.
Karl Hombergen