Leaving the back office
Your business should be engineered around your client, not your back-office.
And it is essential that you can communicate with your client as efficiently as possible. This means providing technology to your client so that they can be part of the conversation.
We’ve covered this subject in detail via our news pages over the past few months. Here’s a selection of the most popular articles on how technology can help advisers to deliver advice more effectively when you move away from your back-office:
Technology can improve every element of the advice process, enhancing client onboarding, speeding up client reviews and helping reassure clients when the market moves in the wrong direction.
CRM should start with your client
Your business starts with your client and it is essential that you can communicate with your client as efficiently as possible. This means providing technology to your client so that they can be part of the conversation.
Why a CRM supplier is the wrong choice for your client portal
When it comes to selecting a client portal to give your clients access to their reporting, messages and correspondence online there are a range of factors to consider. Probably the most Important consideration is to have a portal that is not tied to your CRM supplier.
Welcome to 2021 - the year adviser technology leaves the back-office
2021 is the year that adviser technology comes out of the back-office and into the hands of the adviser.
Five questions in five minutes on client communication
We’ve been using technology more then we’d like and we crave more face-to-face time with our friends and family. We need more time away from our technology and the solution to this, perversely, is better technology.
moneyinfo podcast - AdviserTech Unplugged
Episode 4 : The do's and don'ts of changing CRM provider with Chris Baigent-Reed
You can also check out episode 4 of our NEW podcast, AdviserTech Unplugged , where moneyinfo's Lou Wallis speaks to Chris Baigent-Reed, Founder and Director of Jigsaw Tree.
Chris discusses the do's and don'ts of changing CRM providers and the important factors to consider when doing so.
Listen here .
If you have any suggestions for future episodes or general feedback, get in touch with us by email at podcasts@moneyinfo.com , or tweet us @moneyinfotech .
For more information on how a moneyinfo client portal can help supercharge your business and complement your existing investment in technology please click here to organise a demonstration.
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