A few minutes analysing your management information could be worth thousands
All client needs are unique, whether they are at the start of their savings journey, transitioning towards retirement or somewhere in between. As a financial adviser, it's important you understand and anticipate what those needs are.
Having the ability to group, combine and analyse the commonalities and differences of your client base is invaluable to your business and ultimately your clients.
Regularly reviewing information about your business such as demographics, products, assets and transactions can provide insight which will help you seek out opportunities, mitigate risk and provide a better service.
But where do you begin?
View one of the videos to the right which demonstrate the power of the M.I. tool available on the Cofunds website. These videos highlight a few key uses and simple methods to help you get the most from the tool.
Care to comment?
Great to review videos!
just beautiful
Excellent. Is their any training on this?
very useful - so much is hidden under tabs that am guilty of not using !
Short, sharp and to the point - suceeds in giving insight to what these tools can achieve.
I dont know if I am being a bit dim but these spreadsheets make no sense at all.
Very useful overview. Would be good to see how/if clients in each particular fund can be identified i.e. if a fund manager leaves and I want a list of my clients by name that are invested in a particular fund that would be good to be able to access.
Great. Easy to understand, not to long and simple to follow
cheers
Nigel
Any other info like this please send
The MI tool is a good addition to the platform.
However, the videos could have been made as a single video. It was very irritating to have to keep closing the screen to view the next topic. It added unecessary time to the presentation.
Did you find this useful?
If you have a question on these demos or a suggestion for future topics or improvements, let us know by posting a comment.