Business efficiency is key to a great client experience

In the latest edition of the Blue Chip Journal our SA Head of Business Solutions, Edden Kift shares a Business Efficiency Guide with the aim to provide an opportunity for you to see how you run your business relative to your peers and provide insights on what else you could be doing.

For most financial advisors, providing a superior client experience is a primary objective to ensure both client satisfaction and business sustainability and growth.

Critical to achieving these objectives is identifying gaps, bottlenecks and stress points in business processes that dilute the customer experience and potentially harm the business. While a sound business is reliant on robust processes, financial advice is ultimately about people. An infrastructure that supports business scalability and solutions that improve client outcomes, without sacrificing the human element, is essential. All this needs to be achieved within the framework of ongoing industry education and training, regulatory change and compliance pressure.

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