Five minutes with Gurdit Singh
The Changing Face Of Client Interaction.
We’ve delivered hundreds of virtual demos during the last few weeks and months and one of the common themes is that financial advice is being delivered in a very different way. The coronavirus pandemic, and subsequent social distancing measures, mean face-to-face meetings are few and far between. Now that doesn’t matter so much when you’re dealing with existing clients. The relationship and trust has already been built and so it’s easier to work together remotely. Regular financial reviews can carry on as normal and the level of service remains the same. But the feedback we are hearing from industry peers is that developing relationships with new clients is increasingly difficult. It’s only natural that new clients prefer a face-to-face introduction but if new business is hard to come by then what’s the answer? It seems many advisors are using their downtime to step back, take stock and look at how they can streamline their financial planning processes, both for new and existing clients.
Preparing To Pivot: Embracing New Technology
I'm not surprised that the advisory community is finding it more difficult to acquire new clients. Face-to-face communication is a big part of our sector and always will be. But I’m encouraged to find so many advisers taking advantage of some unexpected free time – time when they might have been out and about meeting clients – to embrace new technology. I think everyone realises it’s hugely important to keep up with new industry trends and maximise efficiencies by using the latest digital technologies. Nobody wants to get left behind. But until now, time has been of the essence. It may have been that back-to-back meetings and travel time has eaten into the time available to reassess your firm’s use of technology.
Changing The Way You Work
We’re talking to more and more people who want to change the way they work. When they do get back to normal – whatever that may look like – they want to be in a better position to operate more efficiently and effectively. They want to grow at an even greater rate than they’re growing now. And they want to streamline the way they deliver their advice. Ultimately that will lead to more quality time with trusted clients and more focused financial advice.
Saving Time And Improving The Client Experience
Fintegrate is all about making the complex appear simple. That’s our mantra. We’re focused on streamlining the financial advice process – saving financial planners/paraplanners time and money and ensuring a better experience for their clients. What does that look like? Firstly, we pride ourselves on producing jargon-free, client-friendly reports, featuring eye-catching visuals and bite-size information. The advisers we work with love the fact that our solution is so simple to use and they like the fact that they can present key information to clients that’s easy to understand. We paint a picture that’s clear, concise and compelling. We like to think our levels of efficiency and clarity set us apart from many of our major competitors.
So Why Choose Fintegrate?
The customisable approach within Fintegrate provides you with complete control, allowing for an advice model specifically aligned to your needs. As financial planners ourselves we are well aware that one size doesn’t fit all. Too often we have found ourselves being shoehorned into clunky, over-engineered solutions that just don’t meet our needs. We think you’ll love our fresh approach and our user-friendly software. We listen to what the advisory community wants and respond with something that better reflects an increasingly agile and evolving market. So if you’ve found the time to step back and take stock why not contact us now?
