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Tech is Cheap Harnessing technology to save you time, energy and clients by Kevin Cork, CFP The Banff School 2007 NOT about Marketing NOT about Websites Using various forms of technology to: Increase the client service you provide Save money on administration Implementing Technology

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tech is cheap harnessing technology to save you time energy and clients

Tech is CheapHarnessing technology to save you time, energy and clients

by

Kevin Cork, CFP

The Banff School 2007

not about marketing not about websites

NOT about MarketingNOT about Websites

Using various forms of technology to:

Increase the client service you provide

Save money on administration

implementing technology
Implementing Technology
  • Reality is we have neither the time, energy or resources to implement huge, wholesale technological changes.
  • Suggestions outlined here easy to explore, cheap to set up and can be running in fifteen minutes.
quick quiz
Quick Quiz

“Man, that is an old mouse!”

a client service
A) Client Service
  • Email Newsletters
  • The Electronic Touch
email newsletters
Email Newsletters
  • easy compared to paper
  • same cost and preparation time for 1 or 1,000,000
  • less formal, more personable
  • can be sent more often
  • needs to be submitted to compliance
my briefs
My BRIEFS
  • Do a client version and a subscriber version, written in HTML using templates
  • includes article I have written, fund industry news and links to sites-twice a month
  • almost 1100 subscribers, organized by Province, age etc, each section is tracked to measure reader response
  • Gotmarketing.com
software idea
Software Idea

Outlook/Outlook Express

  • Create unlimited folders
  • Can create a database
  • Allows searches of emails and addresses
  • Spellchecker
  • Inbox tools to automate mail handling
automated mail handling
Automated Mail Handling
  • For example, emails from Top Clients are highlighted in red, stuck in a separate folder and have a message pop up so I don’t miss them.
  • Can be set up to send an auto-response
the electronic touch
The Electronic Touch

“See, Preston, the new UL Illustrator 4000 now only takes three days to print that WHOLE chart!”

the electronic touch13
The Electronic Touch
  • clients have to feel like you care about them as individuals
  • clients also have to know you are giving their investments your personal attention
  • Have to take care of clients

AND

  • have tolet the client knowyou are taking care of them
the electronic touch in action
the Electronic Touch in action

Fund manager leaving a fund

The OLD Way: 8.5 hours

  • rip it out of paper
  • find 46 affected investors
  • photocopy it 46 times
  • address 46 envelopes
  • fold 46 pieces of paper
  • write 46 personal notes
  • buy 46 stamps
slide15
or….
  • find it on newspaper’s website
  • e-mail merge it to same 46 clients with note on strategy

in five minutes…

you generate 46 INDIVIDUAL CLIENT CONTACTS with information that is directly relevant to them!

online service idea
Online Service Idea
  • Sending links in email can get clunky if the URL address is too long
  • Use Snipurl.com -a free service
  • Trimark Government Income Fund
    • http://globefunddb.theglobeandmail.com/gishome/plsql/gis.fund_pro?fundname=Trimark+Government+Income&iaction=Get+Fund+Profile&pi_universe=PUBLIC_FUND

http://snipurl.com/TriGovInc

cheaper administration
Cheaper Administration
  • Cheaper Telephones
  • Cheaper PDFs
  • Cheaper Offices
telephones

Telephones

"This \'telephone\' has too many shortcomings to be seriously considered as a means of communication. The device is inherently of no value to us."

Western Union internal memo, 1876.

cheaper telephones
Cheaper Telephones
  • Primus Canada & Vonage offers VOIP service for approx $29.95 per month including 500 LD minutes
  • Competition increased with number transferability between Shaw, Rogers etc
  • Can use current cable modem to offer an additional phone line-direct line
online service idea 2
Online Service Idea #2
  • SkypeOut offers phone service service www.skype.com for $29.00 per YEAR unlimited calling in North America
  • use as backup phone line either with a phone or using your computer
  • Other Chat Software can speed communication Yahoo, AIM, ICQ
cheaper fax lines
Cheaper fax lines
  • Telus offering Fax to Email service
  • Issue you a fax number, all faxes come to you as PDF email-picked up anywhere
  • Much easier to re-distribute, delete or store
  • Service is available to 604, 403, 780, 613, 647 and 514 area codes, or as 1-800 number
  • Service costs $12.95 for 200 faxes or $7.95 for 50 faxes per month
cheaper pdfs
Cheaper PDFs
  • To email documents from specialized software such as Paltrak or Bellcharts, financial planning or insurance illustration software etc
  • Adobe Acrobat Writer is $430
  • PDF995 is $9.95 (US$) easy to download
  • PDF Compatible from Standard Life disk
cheaper offices

Cheaper Offices

"I think there is a world market for maybe

five computers."

Thomas Watson, chairman of IBM, 1943

cheaper offices24
Cheaper Offices

Create virtual office for new needed staff using gotomypc.com or foldershare.com so that trusted staff can work from home

  • Outlook, ACT, Maximizer allows automated “syncing” to share databases via email
  • Foldershare links and syncs files on two or more computers
cheaper software
Cheaper Software
  • OpenOffice.org is free software that is about the equivalent of Office 2003 and has word processor, spreadsheet, database, and presentation software
  • Google Docs allows you to read, create and edit documents and spreadsheets anywhere and store them online docs.google.com
cheaper filing sorting finding
Cheaper Filing/Sorting/Finding
  • Evernote allows you to save documents, emails, webpages and search them as needed. evernote.com
  • Google Desktop quickly searches all the text in documents, web page history, PDF files desktop.google.com
    • INCLUDING deleted files, pages, emails, etc.
summary
Summary
  • Email me for complete list of websites (OR have your brighter, more attractive and computer-savvy assistant do it.)
  • Any one of these strategies can save you time, money and energy -start with one

Thank you!

[email protected]

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