Bringing the best out in your team during challenging times.
While compliance requirements may limit some financial advisory firms from using certain technologies, online collaboration tools have quickly gone from useful conveniences to mission critical applications in a matter of weeks. From Zoom video conferencing to DropBox file sharing, Google Docs collaborative editing, Basecamp project management, and WorkBoard OKR software, advisors are relying more and more heavily on collaborative tools to keep your businesses running efficiently.
As we all collectively go through a process of totally reinventing our workplace, processes and service delivery models – with a clear understanding that working virtually will most likely be a long-term rather than a short-term solution – it’s going to become increasingly critical to facilitate and streamline team communications.
At ClientWise, one of the tools we’ve come to heavily rely on over the past several years is Slack. Essentially a secure chat room for your whole company, Slack is designed to replace email as your primary method of communication and sharing. Its workspace allow you to organize communications by channels for group discussions and allows for private messages to share information, files, and more, all in one place.
Additionally, Jerilynn Hallett on our team has taken time to cultivate the following list of terrific Slack integrations for you; apps designed to help make the platform even more productive and engaging for your team members.
None of us know for certain what the future will hold, but regardless of how quickly the current pandemic subsides, online collaboration is here to stay. Don’t let a lack of face-to-face communication impede your team’s ability to maintain the high level of client service that’s a cornerstone of your value proposition and your reputation.
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