Must have tech-tools for financial advisers

Technology has changed a lot over the last decade – and the most successful financial advisers are taking advantage of this technology. From creating their own websites to using financial management software, there are lots of different tools that financial advisers can use to help them connect with new clients while staying on top of their work.

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Are you a financial adviser who wants to stay ahead of the curve? If so, here are five must-have tech tools.

Website
If you want to succeed online, you must have a website that explains the services you provide. After all, most people today use the internet to find local services, so if you don’t have a website it is very likely that you are missing out on lots of customers – http://www.pewinternet.org/2008/05/18/the-internet-and-consumer-choice/.

Tools to help you manage your social media
You may not like the internet, but it is definitely here to stay – so it is important that you embrace both social media and social media management tools. For instance, you can use Hootsuite to schedule posts on Twitter and Facebook, which makes it easier for you to engage with potential clients via social media.

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VMS
Virtual meeting support can also be useful, especially if you mostly host virtual meetings. This means that you can schedule and plan meetings in advance, and it also makes it easier for you to share your screen with other clients so they can see both you and the information you are presenting on your laptop screen.

CRM
Client relationship management software can help to ensure that your clients are always happy with the service they receive, which is very important. If you want to find out more about software for IFAs, you can Find out more at Intelliflo.

A modern tablet and laptop
You should also have a modern tablet and a laptop. Today clients (especially younger clients) expect technology to be a big part of business, so it is important to reassure them by being tech-savvy when it comes to your work. Tablets also make it easier for you to show clients your forecasts as you can easily pass the tablet around, which is very client friendly.

Finally, modern laptops and tablets allow you to use the best financial software, as their systems can handle the latest software.

 

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