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Meeting the Challenge
Conducting proactive conversations with technology partners during the business planning process should be an integral part of any company’s overall planning strategy going forward. In looking at employee pain points, especially in the areas of customer service and follow up, there will be increased opportunities for companies to use technology to increase efficiency and improve consistency in the services they provide.
If a company waits until they are experiencing “pain,” it’s almost too late to loop in a technology provider to help solve their customer service or employee efficiency problems. Businesses may look to establish clearer outsourcing models with technology partners as more of an extension to their team, rather than look to absorb these responsibilities in the future. Having an outsourced relationship with a technology partner, as an extension of their current team will enable any company to focus on what they do best while at the same time allowing them to remain highly competitive by having the latest technology to employ.
I think that companies can utilize technology to increase communications to both clients and prospects in an automated way, which will alleviate the burden of having employees create emails and other communications. Automating the integration between a CRM system, social media and other systems will allow employees to better focus their efforts on providing a higher level of client service above and beyond simply communicating more basic follow up issues.
These types of systems take time and focus to create, and businesses need to partner with the right vendors in order to find the most appropriate technology to use for their company. Using technology can make the life of an entrepreneur or business much easier by automating activities that once took hours, and now can be done very effectively in minutes (once the proper setup has been completed). Businesses that embrace the use of technology will run much more efficiently, with less resources and will be more competitive in attracting new clients.
Shifting the mindset from looking at technology as overwhelming to something that enables businesses to evolve and be more efficient and client focused will enable companies to successfully integrate new technology quickly and also manage their employee’s expectations as they implement new changes.
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Dan Klein, executive vice president of Platinum Advisor Strategies, is a marketing and practice management executive with more than 20 years of experience in the financial services industry. He has worked with thousands of advisors throughout his career. Dan has built a business as an advisor and branch manager, as well as led professional development, financial planning, fee based/managed accounts, marketing, business development and practice management departments at several national financial services companies.
Dan was recognized as one of the top branch managers in “On Wall Street” magazine in 2007 and has implemented various national Business Development programs at various wirehouse and RIA channels with sustainable, proven results. Dan is a Certified Financial Services Coach, has completed the Professional Certified Coach Program at the University of Miami, and has also earned his PCC designation from the International Coaching Federation. Dan is a recognized industry thought leader, co-author of, “Are We There Yet, Observations and Pointers on How to Prepare for the Rest of Your Life” and is regularly quoted in various industry publications.
His responsibilities at Platinum include overseeing the daily operations of the organization, leading its management team and driving the strategic direction as a leader in the industry.
Technology automates communication with clients, prospects
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