The Tools You Need to Deliver What Clients Want
What makes a financial adviser great? Knowledge, availability and trustworthiness would probably be at the top of most clients’ wish lists. But what about technology? Despite the noise surrounding the introduction of AI and automation in the advice process, computers can’t replace the human touch that is the glue in the client/adviser relationship. They can, however, enhance it.
We live in a world where it takes just minutes to open a bank account.
We can sign important documents from our phone and receive instant updates on almost anything, from major news to the location of our pizza delivery. That expectation doesn’t disappear when clients engage with a financial adviser.
They might not always say it out loud, but most now expect speedy onboarding processes, e-documents, regular updates and investment information at their fingertips.
It’s not about impatience. It’s about the experience.
Expectation vs reality
What makes a financial adviser really great is you – your empathy, personality and skills. Unfortunately, the experience around your advice can feel outdated if supporting technology isn’t in place.
You can be delivering the highest quality financial planning, but if your service doesn’t compare to that of competitors – and the digital world we encounter today – a level of dissatisfaction builds. Not always obviously, but that frustration will grow steadily.
Clients now expect:
· Seamless onboarding
· Fast, clear communications
· Digital document signing
· Financial information in real time
· A simple way to engage, anytime and anywhere.
The firms that deliver this level of service most effectively are not trying to replace their people, they are giving them the tools to strengthen the service they provide. How? By enabling them to spend less time on administration and respond faster and more efficiently to client queries.
Embracing this level of service doesn’t have to cost the earth, but financial advice firms do need to find the right platform.
Be proud of your client experience
Here at AdviceObjects, we don’t want to give you a bigger toolkit. Our aim is to simply bring the right tools together in one cohesive package.
From the moment a client engages with our platform (which is branded to suit your firm), what used to take days now happens in a fraction of the time. Fact finds can be completed digitally and documents reviewed and approved instantly, from any device with e-signing. This reduces the back and forth and helps meet current client expectation levels. No more printing and scanning. No more delays.
We’re particularly proud of our client portal. It can be tailored to how your firm operates and feels modern, intuitive and personal. Individuals can view their portfolios, track their net worth, access secure documents and message their adviser from their mobile or desktop. Thanks to integrated messaging, activity tracking and a full client history, you can respond quickly and confidently, without searching for information across various systems.
The results are straightforward. Clients feel more informed and reassured.
Behind the scenes
Automation can revolutionise the way you work. The less time you spend on administration, the more you have to provide advice.
Our platform helps generate suitability reports from captured data, creates tasks from meeting notes and automatically links emails and documents to client records. This means you maintain a full audit trail throughout your interactions, keeping you compliant and improving outcomes.
Providing this level of efficiency and transparency means clients feel understood, confident in your ability and in control, because they can access their data at any time. But it’s not just about how it makes your clients feel. When your service levels improve, advisers feel less overwhelmed, more organised and more able to deliver a modern experience. As a firm, the management information AdviceObjects delivers means you are more in control of your business too.
Looking to the future
The next generation of clients won’t tolerate fragmented systems and slow processes. They still want financial advice, but they want it delivered in the way they have come to expect.
The firms that win new business going forward won’t be the ones who shout the loudest. It will be those who deliver the best integrated, modern client experience and AdviceObjects is designed to help you do exactly that.
We can’t replace what makes your firm great, we simply remove everything that is holding you back.
For more information about how AdviceObjects can enhance your systems and processes, don’t hesitate to contact us for an initial discussion or demonstration. Alternatively, email: contact@adviceobjects.com
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