We know the coronavirus outbreak has impacted the way you work.
Since the effects of Covid-19 have led to widespread social distancing in the UK, many offices and businesses have been disrupted, and workers asked to work from home where possible. Your day-to-day routine may have changed and you’re now having to work from home, separated from colleagues and the usual practices and routines you undertake.
We understand that you might be worried about the impact that will have on you, as you may be away from your support team, colleagues and usual routine.
We also know that time will become increasingly precious as many advisers will be in touch with clients offering them reassurance over their finances as the effects of Covid-19 are felt.
Here are five ways the Trailblazer Tracking App can help you when you’re out of the office and working from home.
1. Improve efficiency in delivering service
One of the issues you might find when out of the office is making sure you’re still providing the same ongoing service to your clients.
One of the big advantages of Trailblazer Tracking is that it allows you to record the service you’ve provided to clients in a timely and detailed way. Managers and business owners can use the data to understand the progress each member of their team is making in delivering the agreed ongoing service.
In addition, the whole system is secure and frequently backed up, which is vital when you’re not in the office as your records are always there should you ever need them.
Keeping track of the CPD you undertake is now also easier than ever with the secure and easy to use Trailblazer Tracking app. The app allows you to record all your CPD as you complete it, helping you to remain compliant. When you’ve finished a client meeting or a CPD session, simply log the time on the Trailblazer app.
2. Reduce your admin
The Trailblazer app also allows firms to demonstrate they are providing an ongoing service to clients.
Traditional back-office systems are desk-based, whereas Trailblazer is designed to be used on the move and supplement, not replace, an adviser’s back-office system. Being out of the office can disturb your routine, making it harder for you to keep track of simple tasks.
A great benefit of Trailblazer Tracking is that it allows data to be recorded in a timely way. No longer does the adviser have to remember to record their CPD when they get back to the office or log a client call or meeting when they return, as they can simply update Trailblazer through the app. This immediacy improves both efficiency and the accuracy of data.
3. Monitor adviser activity
Being out of the office away from your colleagues reduces your oversight regarding their activity as it’s harder to keep track of what your team are up to.
Trailblazer Tracking allows oversight of an adviser’s activity by their managers, compliance team or those with a Training & Competence (T&C) role. Gaps can be quickly identified and an action plan put in place.
This means you can track how others are getting on in the business and ensure that end goals are being met. This ultimately reduces the likelihood of regulatory complaints in respect of ongoing service delivery.
4. Streamline your communication
A crucial for any business is good communication, both to colleagues and clients. How can you make certain this isn’t compromised when you’re away from the office and working from home?
One of the key features in Trailblazer Tracking is the ability to centralise communications to colleagues, advisers and clients. It helps advisers manage their diary and client meetings, so you don’t have to rely on shouting across your desk to ask when that next meeting is.
You can also send group messages to all users from the advisory firm. This helps people in authority in multi-advisor firms to communicate more efficiently, while being able to prove that key messages have been delivered to their teams.
5. Multi-platform use
Being able to carry out all the above while out of the office and away from your computer can be difficult. You could have just finished a meeting with a client externally or over the phone and you’re not at your computer.
The Trailblazer Tracking app is available on all platforms, so you can use it on your phone, desktop or tablet.
Trailblazer Tracking will not only help you out of the office, but it’s also useful when you’re in the office. All of the above still applies and the benefits of the app can help you form good habits which can improve the way you communicate to clients and colleagues.
This have benefits such as reducing the risk of complaints, increase efficiency in recording of CPD, and potentially increase client retention.
Want to know more? Get in touch. Email firstname.lastname@example.org or complete our contact form.