How did you spend your time in 2022?

The year is almost at its close. The self-reflection is starting to set in, while at the same time, we’re all trying to just do those last few things before it’s 2023.

2022 has felt like an incredibly hectic year for a number of people. After the last few years, many expected 2022 to be a calmer one. However, the general experience seems to be that this year was more frantic than the last 2 years combined.

A major reason for this is the increased amount of “hustle” people put in to make this year a success.

With that in mind though, how did we spend our time this year?

Take a look back at 2022 and see how well you can describe your time usage. Did you spend enough of it making money and servicing your clients? What would you have done differently?

We often don’t end up spending enough time doing the money making activities within our businesses. As financial advisors, each and every moment you can spend connecting with an existing client (or doing a discovery call with a new client) is what earns you money.

The thing is that there are always other activities that take our focus and time away from our money making activities.

Let’s start with time. How much time did you spend on admin this year? How much of that admin time was spent on creating reports for your clients? Do you feel that your clients received enough information from your reports to know what is happening in their investments?

There is a good chance that the answer is no.

Consider a 2023 where all your reports can take less than 20 minutes of your time per month. Your clients receive up-to-date statements monthly, and you can have longer term planning conversations with your existing client base because they have all the information they need to make decisions.

This reality is incredibly possible with Seed Analytics. Our reporting dashboards allow you a few tools to deliver better customer service. In return what you get is:

• More time in your business to attract new business and service your clients better

• More touchpoints with your clients which can increase conversations and improve retention

• Business intelligence at your fingertips for making stronger internal decisions to support your clients and your business.

• A white labeled dashboard which can showcase your brand, making you look more professional

Your business deserves the best from you, and the easiest way to give it your best is to have the right tools supporting you. Consolidated dashboards open up a host of new possibilities for you and your clients without the need to appoint new staff to keep up with your client book.

Work smarter, not harder, in 2023. Contact us for a demo.

The POPIA is important to us - Our Multi-Factor Authentication is here

It has been a while since the Protection of Personal Information Act (POPIA) was passed. We’re proud to say that Seed Analytics has always valued the privacy of every individual whose data is entered into our dashboards. It’s just how we do things, even before the new legislation was implemented.

Secure data is a component of the ethical business structure we support.

We came to the conclusion that Multi- Factor Authentication (MFA) for Client Reporting would be the next level of security that we could implement in our systems.

This is how it works:

Go to www.clientreporting.co.za

Complete your username and password as per usual and click on “Sign in”

You will be directed to the following screen

A text message will be sent to the mobile number provided, which you should type in the text box above and then click on “Sign in”

After clicking on “Sign in”, you will be directed to the Client Reporting Dashboard as per usual.

What does this mean for our Financial Advisors?

Your login details for Client Reporting will remain the same. However, a passcode will be sent to your mobile number that will need to be entered on the portal before you are able to log in to Client Reporting.

When will this be implemented?

Seed Analytics will implement MFA using a phased approach starting in September 2022. All advisors and assistants / administrators will be required to implement MFA. The deadline for this implementation is 30 November 2022. As of 1 December 2022, all access to Client Reporting will be guarded by MFA.

Can I still share my login details with my assistant / administrator?

For your own protection, no. Every person accessing Client Reporting should have their own username and password per profile. Should an assistant or administrator leave, the advisor is able to revoke access. This protects the advisor’s clients and their personal information.

How can I revoke access to an assistant / administrator who no longer works for me?

Please send our Support Team an email to confirm which member should no longer have access to your profile, and their access will be revoked with immediate effect. A member of the Support Team will confirm once this request has been completed.

My assistant / administrator does not have access. How do I arrange this?

An email from the Financial Advisor is required to add a new user to their profile. We will also require their mobile number to enable the MFA.

We’re always looking for ways to better serve our clients and their clients. If you would like to find out more about our dashboards, kindly book a demo. You can do so by contacting our Support Team.

Use your own data to unlock your strategy

Communication can make or break your business. As an enterprise, communication is vital in order to ensure all departments are in sync. If software and technology is out of date, communication can become complicated and misunderstandings can happen easily.

Now, different departments often communicate with each other. Tasks are constantly being updated and changing hands among departments and team members. Managing and monitoring these tasks can become complex. It’s likely that a few balls will be dropped if you do not have the correct software to track your tasks.

We can help you consolidate your data with a Dashboard reporting system. No need to hop from platform to platform. Have all your business and data insights in one place with analytical tools to help make long and short-term decisions

Our Dash Enterprise platform does the legwork of sourcing and integrating your clients' data into a clean, structured repository of their investments that you can use to obtain insights.

Data integration and sourcing are important, but what do you do with all that information? That’s why you need reporting and analytical software to do all the hard work for you. Our versatile and scalable analytics platform delivers ongoing insights that can inform your decision-making. Our analysts work alongside you to understand and help you acquire the kinds of insights you need from our software.

Don't waste time collecting data and building tools that are already available.

Contact us today to book your Dash demo.