Lockdown toolkit for reaching your clients
During these times of uncertainty, Seed Analytics aspires to remove admin, order fragmented information and provide a service that allows advisors to run a high-quality, differentiated service.
If you are a wealth advisor then here is a list of online tools that will help you reach your clients through digital challenges with the same excellence you offered before the lockdown.
Zoom (Free plan available)
Zoom: Why we like it
In-person meetings are the best way to deliver high-quality service. Zoom is the next best alternative. Zoom is a free video meeting application that not only allows you to meet with your clients face to face; It also lets you share screens. That means you can go over your client’s statements together if needed.
Read this article from FastCompany on seven tips to make Zoom meetings great.
There have been some concerns over Zoom recently, so make sure you and your clients are on the latest version, and you have configured the tightest settings.
Alternatives
Calendly (Paid)
Calendly: Why we like it
Calendly connects to your calendar and allows you to schedule meetings without back and forths. With this tool, you give your clients the idea that you’re always available to them. All they would do is fill in a web form to book the most convenient time for you both. There’s no risk of an overload of bookings — calendly allows you to set specific times clients can book in. It also has integration with zoom. That means that it’ll cost you no time to set up a meeting with a client.
Alternatives
- 10 to 8 (Free plan available)
- Simply Book Me (Free plan available)
Buffer (Free plan available)
Buffer: Why we like it
Establishing a digital brand is extremely important at a time like this. Buffer lets you build a digital brand through social media posts by allowing you to schedule your posts. That means that you can set aside one hour a month to plan all your posts for that month.
Alternatives
- Hootsuite (Paid)
Canva (Free plan available)
Canva: Why we like it
Canva makes it easy to create professional-looking social media content. They offer a variety of social media and email templates you can choose from. Select a template, change the messaging and post. Here’s a 5 min YouTube video how to create your first professionally-looking graphic https://www.youtube.com/watch?v=rRm3NLG_EaQ
Alternatives
- Visme (Free plan available)
- Pickmonkey (Free plan available)
Dropbox (Free plan available)
Dropbox: Why we like it
Part of rendering an excellent service is executed through much documentation. Emailing can work well, but sometimes you’ll want to keep documentation together. One way to achieve that is via Dropbox, which will allow you to send and receive files from clients.
Alternatives
- Box.com (Paid)
- Google Drive (Free plan available)
