Why Every Financial Advisor Should Adopt Digital Transformation

Digital Transformation is a Need for Every Financial Advisor

After the initial impact of the Covid-19 and the widespread shutdown of businesses, there was a huge question regarding how business owners needed to make adjustments to the way they conduct their business in order to stay open. With social distancing mandated everywhere and the public advised to remain inside their homes, many businesses had...

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5 Benefits of Using E-Signatures in Financial Advisory

Even before the COVID-19 wreaked havoc, the world was moving fast towards digitalization. Although there is a fierce ongoing debate on the overall impact of digitization on the world (especially regarding employment rates), there is no doubt that it comes with many benefits for both financial advisors and their clients.  Digital transformation is the integration...

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Top CRM Challenges Financial Advisors Tend to Face

According to SuperOffice, CRM solutions are becoming increasingly common on mobile devices and 81% of users say they frequently access their CRM technology from more than one device. It has been well proven that many benefits come from CRM automation into our daily lives especially for businesses where efficiency, client satisfaction, and revenue returns are...

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Implement Digital Documentation for Client’s Onboarding

Client onboarding is one long and painfully exhausting process with which every financial advisor around the globe would unanimously agree. Therefore, digital documentation can be very critical for the onboarding process. Although client onboarding typically is a process of welcoming new clients into your business, “welcome” isn’t the right word to describe the actual process....

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Compliance and Automation – An Ideal Unison

With the world economy facing turmoil after the coronavirus pandemic, every career was impacted including that of financial advisors. Once the situation was accepted, financial advisors were forced to find ways to connect with their clients remotely. Over time this had become the new norm and led to further accepting technology-enabled solutions to the situation. ...

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Why Traditional CRM May Not Be Helping You Grow Your Business?

In 2017, the CIO magazine reported that almost one-third of all traditional CRM (Customer Relationship Management) projects are unsuccessful. It is essential that when considering adopting a customer relationship management software for your business as a financial advisor, you understand the reasons that may be the cause of such unsatisfactory results and which type of...

TEchnology helps in reducing compliance

Reducing Compliance Risk with Technology

Compliance is a critical function for MGAs, AGAs and insurance advisors. However, maintaining compliance can be cumbersome and time consuming in an environment of increasing regulatory scrutiny. This is turn reduces the efficiency of your operation and leaves you with less time to focus on building your business. You can also experience lower profitability from...

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Five Reasons why You should be using Videos

Videos are efficient marketing tool. They are effective, memorable and shareable​ Video is a powerful educational tool that should be an integral component of your marketing mix. Clients are more likely to watch a short video than they are to read a long block of text. Effectively, a lot of denser content can be simplified...

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Tips for Working Remotely as an Advisor

Practical Tips for Remote Working Working remotely has become the new normal for advisors. While some  advisors are already accustomed to working remotely, others are not as comfortable. The truth is, as human beings we are all different. Some advisors prefer to be around people and have face-to-face client meetings, while others can more easily...

Tech tools for financial advisors

Top Tech Tools Every Financial Advisor Must Have!

Top Tech Tools Financial Advisors Ought to Have in Their Arsenal As a financial advisor, you usually have your hands full with many things. For instance, you are always in search for lucrative investment opportunities for your clients. You formulate the best retirement plans, so your client can enjoy a fulfilling retired life. You also...

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A Compliance Companion Tool For Financial Advisors


A Compliance Companion Tool For Financial Advisors

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