Given that we are one big team working across more than 15 locations, we needed cloud-based tools that enable us to communicate well with each other and share our work across specialist teams.
In late March when we were forced into remote working overnight, we were able to do so nearly seamlessly, thanks to the technology and culture we have built up over the years. So, what are we using and how does that help our clients?
As mentioned, we have multiple locations and specialist teams spread across our sites. MS Teams allows us to video conference with each other very easily and we have found this to be an effective way to communicate and share information. If we can’t be together in person, a video call, sometimes with our whole business, means we can at least see each other’s faces and body language. That allows us all to better convey our messages and intent and have a richer working relationship with each other.
Now with social distancing, we are using this technology with our clients. If you have never done a video call, it can be a bit confusing at first, but we are having great success with this most of the time. As a client, you can lay eyes on your adviser, see that you have their full attention and also see any material they want to share with you. As an adviser, we can see when our clients are following along with us or when they seem confused or might need more information. Thereof course, have been some humorous moments, a favourite across the business is that one adviser conducted an entire meeting with clients whose screen was upside down!
We thought we would share some of our tips that we’ve found helpful as we too navigate this new and exciting way to conduct meetings with you:
Everyone has been grateful that there is an alternative to coming into the office right now, and many clients find this more convenient as it may save on travel time, taking time away from work, hiring a babysitter, finding a parking space, etc.. When we do eventually return to the office, having video meetings is something that is likely to remain an option for those who prefer it.
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Our meetings are not the only thing that has gone digital, we can send paperwork to be signed electronically saving time and paper! Usually, we have all our documents signed during face to face meetings. In the past we have tried posting (but that takes quite a lot of time to be delivered and returned) and emailing (which can be annoying if you have to find a printer to print things out and then a scanner to scan them back in and reply). Sometimes there are no other options and we rely on the above, but more recently we have also been able to utilise our Invest Blue App as well as a tool called Docusign.
Docusign is a global tool that meets some of the most stringent security standards in the world and uses the strongest data encryption technologies available. As a client, you will be able to receive the documents you need and easily, from your device or computer, make your electronic signature and send the document back electronically. It may not seem like a big deal, but the compliance standards in our industry demand a lot of paperwork, and it is critical that we are able to tend to that responsibility accurately and efficiently.
There is one critical step that we have found clients need to take upfront for this tool to work well, and that is to set up their personal signature in the app from a tablet or smartphone. This allows for your genuine signature to be recorded and then used down the track, which most of our processes require. If you are a client, your Relationship Manager or Adviser can send you a simple step-by-step guide to get set up and use this tool.
A while back we launched our own app which is available through your normal app stores.
Get the Invest Blue App
There are many handy links embedded in the app that allows you to easily contact us and find the most current information, resources and news. When you are a registered user of the app, you can also receive documents to be signed this way. The engine behind this tool is Global Sign Certificate, another global provider and a member of the Adobe Approved Trust List. Rather than embed your natural signature, this tool uses a digital signature stamp. We cannot use it for all documents that we need to be signed, but it has handy for some.
Download the app and then register by clicking on the “i” at the top right corner and following the ‘register’ prompts. It is best to use your main email address that you would have shared with us on your account. Again, your adviser or Relationship Manager can send you instructions, just give us a call.
Check-in frequently as we post our most current information here.
No matter your age or situation, having a good handle on your cash flow is critically important to living your best possible life. As a client, when we work with you, your budget underpins your whole financial plan, and it is this plan that forms the roadmap between where you are today and what you want for your future. It is very normal to walk out of a progress meeting with an adviser feeling clear and confident about where you stand financially and for your future, but then even days later start to feel uncertainty or doubt. By using a tool like Money Brilliant, which syncs to your accounts and allows you to track your cashflow and wealth automatically, live; you are able to see how things are going every day and if you are on track or not. It is like having your adviser there with you cheering you along on your financial journey!
Login in and create an account online (best done on a desktop/laptop if you have one, but can also be done on a phone/tablet). If you are a client of ours, you can ask your adviser to invite you and then have access to the premium account for free, a $10/month savings.
Sync your accounts. If you have questions about security read here.
Set aside 1-2 hours to classify transactions and reclassify anything that wasn’t coded properly.
Set up bills.
Set up your budget.
Explore the tool – there is so much power here!
Find our simple guide to budgeting here.
We use a tailored workflow and client record management tool that has SalesForce as its engine. We also have a suite of other tools that allow us to take your important goals and dreams and translate them into financial plans that make sense for you. We are not a technology company and don’t design our own tools, but we are good at knowing what is out there and making those things work for us so we can work for you.
Ensure you keep your general information and email address up to date with us so we can share important information with you easily. We generally share information once a month or when there are more time-sensitive news items to share (i.e. Coronavirus).
The need to work remotely and social distance took us all by surprise, but we are happy to report that within 24 hours were 100% operational. There have been a few minor processes to adapt to, but by in large, our people and our clients are reporting that they remain happy and engaged with the work we do. Technology has enabled this quick transition, but the people have made it a success.
You can find our step by step guide to managing your finances during COVID-19 here.
If you would like to discuss your financial situation, we are happy to assist. Contact us today.
What you need to know
This information is provided by Invest Blue Pty Ltd (ABN 91 100 874 744). The information contained in this article is of general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regards to those matters and seek personal financial, tax and/or legal advice prior to acting on this information. Read our Financial Services Guide for information about our services, including the fees and other benefits that AMP companies and their representatives may receive in relations to products and services provided to you.
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