With 2021 coming to a close, it is always a good time for financial advisors and investors to reflect on the past year and plan for the new year. There are very few periods of downtime during the year and as the past 2 years of the pandemic have illustrated, life is very unpredictable, and therefore long-term planning is more of a need than a luxury.
The festive period is an ideal time for clients to take time and review their long-term goals and investment decisions. Clients that do not have a holistic view of their investments and are aware of their financial position are unable to do the necessary decision making and planning during this period off from work and do not have additional stressors of life.
Financial advisers often struggle to balance client service with time-consuming tasks such as investor reporting. This means that the majority of advisors are unable to provide their clients with a holistic view of their investments and portfolio on a regular basis. This can result in a risk in your advisory practice for financial advisors.
With Seed Analytics and our services, you send advisor-branded consolidated statements at the click of a button within 15 minutes. We enable you to meet your TCF obligations, deliver exceptional service to all of your clients while reinforcing your brand. As a financial advisor, you can give your clients access to a holistic view of their investment while you on holiday.
Consumer trends change and Information is empowerment
Financial advisors have to adapt to the changes in consumer demands and the regulation changes to remain competitive and professional in their services. As consumers are forced to adopt positive financial behaviour in response to unexpected market shocks and increases in financial risks. Investors want to be better informed and kept abreast of their investments and performance to ensure they can plan adequately and make the correct financial decisions.
Seed Analytics statements solution allows for a more client-centric approach in financial planning. It empowers the financial planner to provide a better management experience that increases customer retention and increases the probability of client referral by also providing a variety of product choices for a more holistic goal-based financial planning approach to help clients achieve their financial goals.
Interested in elevating your financial advisory and you would like to learn more about how Seed Analytics can work for you, click here to request a demo.