How to use data to plan your year

Data is a powerful tool. It can help us to make a number of important decisions - especially in our businesses.

Seed Analytics’s focus is to streamline your business practices and provide you with a low-admin reporting solution. However, having access to our dashboards offer some excellent advantages that you can make use of in your business. Here is how you can use our dashboards to plan for a stronger business year.

1. Keep an eye on your current investments

One of the ways that Seed Analytics can help you is to make the admin around balancing the risk on your books easier. Our dashboards hold the information regarding all the accounts that you manage. As investments fluctuate, this data is picked up within our reporting software. With a few clicks of the mouse, you will be able to see which funds need adjusting, and which clients you will need to talk to to get this right. This will save you time, and it is a good idea to plan at least three reviews like this for the year.

1. You will see where your opportunities lie to upsell your current clients

Having your clients’ full portfolios available at a click of a button will assist you in assessing which clients need advice on new products, or when it would be a good idea to chat to them about their current needs to adjust their cover accordingly. With the use of Seed Analytics dashboards, you can plan exactly when you would like to do your review with each client, based on the information in front of you. Don’t miss any opportunities you have at your fingertips.

1. Get an idea of how many new clients you need

Goal setting is an essential part of any business. When you are setting your goal for this year, take a look at either how many clients you would like to have as a whole, or how many clients you need to achieve your financial goals. You will then be able to work out how many clients you should onboard each month to make this happen.

1. Create a richer client experience

Using a tool like Seed Analytics can drastically free up admin capacity in your business. Instead of drowning in reporting duties that can be automated, your admin staff will be able to have richer engagements with your clients and support your practice in a variety of ways. Our reporting software is very easy to use, even if you would like to manage your practice yourself. If your admin assistant can work with our tools, it can help save them time so they have more time to support you with other important tasks.

Data provides you with practical feedback which will allow you to plan your next move. Not using Seed Analytics yet? Contact us to book a demo, and you will see how you can add more value to your clients in 2023.

Seed Analytics announces winners of University of Pretoria’s final year Computer Science projects

Seed Analytics believes in building a positive future for all. Working with Universities to support students in technology fields is, therefore, a natural component in the execution of this strategy.

The University of Pretoria offers a comprehensive Computer Science curriculum. The final-year Computer Science students must complete a year-long team project in which they showcase the final product at a project day event. The University invited Seed Analytics to participate in the judging of the projects. Students teams demonstrated their final year projects to a Seed Analytics team who, ultimately, selected a winning team for the Best use of Data.

Derek Gardiner, CTO of Seed Analytics, said, "It was an honour to select the best team for the Best Use of Data at the final year project event at Tuks. The students all presented awe-inspiring projects, and our team was very impressed with the deliveries and presentations the students gave during the showcase event. "

The team would like to extend congratulations to Regan Zhao, Andrey Omeltchenko, Tshegofatso Manthata, Christian Devraj and Gabriel Grobler for winning the Seed Analytics Data Science Prize for the best use of data.

We look forward to seeing how these students innovate in the future!

Security is of the highest concern to us

Seed Analytics is proud to announce that we have received our ISO/IEC 27001:2013 certification. A big thank you to our team members who have put in the time and effort to make this possible.

As we deal with large amounts of information and data on our client’s behalf, we felt that this was an incredibly important next step for our business. ISO/IEC 27001:2013 is the international standard for information security. The standard addresses an organization’s approach to managing the data that it uses, and its implementation takes people, processes and technology into account.

To receive the certification, our team had to take a good look at what was happening in our business, and how we process and protect information. While we had strong existing security processes, we needed to benchmark those against auditable global standards. We decided to implement an information security management system, or ISMS, and formally monitor how our business implements, operates, reviews, and maintains this system.

Jean-Pierre Mieny, who headed the project for us, says that “Seed Analytics is committed to safeguarding the information entrusted to us by our clients and third parties. Implementing an information security management system to meet ISO/IEC 27001:2013 standards enables us to meet this commitment.”

“The team worked to revamp information systems and business processes across the organization,” says Chief Technical Officer Derek Gardiner. “Seed Analytics has always had strong information security systems in place. We wanted to benchmark ourselves against global security standards and ISO 27001 has done that for us, making sure that we are always offering the best possible service,”

Information security has always been a core part of our DNA and ISO was the next logical step to heighten security awareness and to continue shaping behavior to reach our information security goals

ISO/IEC 27001:2013 has the great added benefit that Seed Analytics can say that we are completely compliant with the following legal and regulatory requirements:

• POPI Act South Africa

• PAI Act South Africa

• Electronic Communications and Transactions Act

Hermione Fry, Head of Delivery and Coordination for Seed Analytics, had this to say about the certification:

“ISO/IEC 27001:2013 means that Seed Analytics has embedded a culture of responsible information security management. This milestone helps fulfill our ongoing commitment to clients and platform providers that we take information security management very seriously and assures them that their client’s personal information is handled securely."

Your business simply cannot afford to compromise on information security. When you choose to work with Seed Analytics, you can rest easy knowing that security is the foundation of everything we do. Contact us for a demo.