Our News Blog
Working Smarter – Managing File Notes with Voice to Text
The Chinese say, "the faintest ink is better than the best memory." As every financial services business knows, file notes are everything. They provide the information that proves you know your client, forms the basis for recommendations, and documents phone calls and...
Adding Value, it’s Service with a 🙂
Your clients expect you to reach out and connect to them. It’s an ideal opportunity to remind them how you can help and stay top-of-mind plus add value to their experience.
Understanding the Sharing Economy
The sharing economy is where an owner rents out something they aren’t using, such as a car, house, even kitchen appliances to a stranger. There’s no limit to what you can find in the sharing economy, and the prices tend to be lower as there’s limited infrastructure....
We Use Best Practice
Best Practice is a process or procedure that is accepted as being the correct or most effective way to do something. Whether it’s delivering a great client experience or washing dishes, there is a “best” way to do most everything. Best practice is for everyone and it...
Great Workspaces = Productivity
Do you have a Love/Hate relationship with your Home Office? Your working environment can affect your mood and productivity. Working from a home office takes discipline, with so many opportunities to be distracted in your own hacienda. There’s cleaning, surfing the...
Clean Records are Vital
How well do you know the clients on your database, especially the grandfathered ones? It’s vital, a “Get out of Jail Free” card. With the Royal Commission(RC) washing our laundry in public, the holes in our processes and our databases are being shown to the world....