We believe that software should make things simpler for you. Period.
The software you choose to employ in your practice should be efficient for your business and have less complications (if any at all!). Some people like flash and pizzazz; they like the entertainment of frills, bells and whistles. That’s never been our style.
You rely on software to be your support when it comes to tasks you may not have time to do or are becoming too costly to assign human resources to. The simpler it is to use, the more likely you are to start using it… and keep using it!
For financial advisers in Life, Investment, Health, Short Term and Employee Benefits, we have built a revenue analytics software solution that both simplifies your current commission and revenue tracking processes... and couldn’t be simpler to use.
Our platform is designed to adapt and grow with your business whether you’re a single adviser or a large FSP with a bigger scope of work. We believe that you shouldn’t need to keep upgrading or changing solutions, that just makes life more complicated.
Financial advisers are benefitting from our platform as it feeds directly into their accounting systems for full integration, and is built with distributed operation and central control in mind. This means that it simply works with what you’re already using for other business processes, and you can control and manage it from your head office and have access from satellite offices.
Here are a few points to consider when deciding how software can make things simpler:
1. Simple to install & onboard
Installation and onboarding is the first point of contact for users, so the simpler it can be, the better! We have adopted what we affectionately call our ‘white glove’ experience. This means that you are treated like VIPs, our team ensures the roll-out and onboarding experience is uncomplicated and makes you want to dive in as soon as possible.
We complete the analysis, setup and uploading of data to get you started, with minimal effort required on your part.
2. Easy to update
Operating in a cloud-based environment doesn’t only mean it’s easy to access any information you need, whenever you need it, but it also means that you don’t have to run updates. Every time you log in you have access to the best version available.
The more you use the software, the more it should begin to understand your processes and needs. You shouldn’t have to keep adding rules and stipulations as this makes the platform cumbersome and complex to use - the opposite of keeping it simple! If software will grow with you and your business, intuitive design is crucial.
4. Pleasant, easy-to-navigate GUI
GUI, or graphical user interface, should be designed with the end-user in mind, not the programme architects in mind. At a glance, or a least with simple investigation, a well crafted GUI will enable you to find the information you need, quickly and easily.
You should enjoy using the software and how it looks plays a large role in this process. Just think about the first operating systems (like Windows ‘95) and how far we’ve come since then. Think of the first touch screen cellphones and how they compare to our current devices - the GUI’s have improved (mostly…) to be engaging, easy-to-navigate and intuitive (like your ‘most used apps).
5. Secure and compliant
In highly regulated industries it is vital to have software that is already secure and compliant and doesn’t complicate your life by require extra add-ons or third-party approvals and security integrations in order for it to be compliant for your office. It also needs to be stable and not under threat of attacks, hacking or untested coding that causes it to drop and have vulnerabilities.
If your software solutions aren’t ticking all these boxes, perhaps it’s time to consider moving to ones that are.
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