A new approach to client communication
For most advisers, face to face time with clients is fundamental to relationship development. The problem is that it’s also very costly particularly when you factor in travel time and expenses. Yet sometimes written communication or telephone alone just isn’t enough.
The first step is to assess which clients and which situations require a conventional face to face response. This will tend to include first meetings or cases of extreme complexity. In other cases advisers may need to seek more effective solutions.
The requirement then is for an approach which brings the benefits of face to face interaction with the speed and efficiency of remote servicing.
Adviser Home has partnered with a new venture using innovative technology allowing advisers to communicate on line with clients in a simple, secure environment. It’s ideal for client reviews or any document based conversation where you need to take your client through a process. It even allows you to upload documents as you speak and take secure on line signatures where required.
We believe it could transform your communications processes, saving you travel and meeting time so you can deal more effectively with more clients whilst keeping close control over operating costs.
To find out more please register here or log into your account at the top of the page.
