July 24, 2023

Goodbye Hard, Hello Easy

Forrest Tuten

Offloading Tedious Tasks with Automation & AI

You're wasting your time...

  • Working off of a pdf, excel spreadsheet and/or paper form your clients filled out
  • Sending individual emails to everyone instead of using software to personalize them with {{first_name}} type tags
  • Manually entering any data point, anywhere
  • Stressing about compliance that could be automatically recorded
  • Using multiple systems to accomplish tasks when you could just be using one

In today's fast-paced business world, automation has become a buzzword. With the rise of technology and the increasing demand for efficiency and productivity, automation has become an indispensable tool for businesses of all sizes. From small startups to large corporations, automation is being used to streamline operations, reduce costs, and improve customer satisfaction.

So, what exactly is automation, and what makes it so beneficial? Automation refers to the use of technology to perform tasks that would normally require human intervention. This includes everything from automated data entry to the use of robots in manufacturing. The goal of automation is to automate repetitive and time-consuming tasks, freeing up employees to focus on more important and strategic work.

Strategic work for a financial advisor means work that pays the bills, and tedious tasks, though required, don't pull their fair share in weight towards paying the bills, but closing deals, building relationships and generating new leads pulls more than their fair share towards paying the bills.

So, why are you wasting your time operating like you would have in the 90s, when software wasn't nearly where it is today?

What are 5 benefits of Automation? (there are so many more!)

Increased Efficiency:

Automation reduces the time and effort required to complete tasks, resulting in increased efficiency and productivity. This not only saves time, but it also leads to a higher level of accuracy, reducing the risk of errors and improving the quality of work.

Cost Savings:

Automation eliminates the need for manual labor, reducing the cost of operations and increasing profitability. This not only saves money in the short term, but it also provides long-term savings as businesses continue to reap the benefits of automation over time.

Improved Customer Satisfaction:

Automation allows businesses to respond to customer inquiries and requests more quickly and efficiently, resulting in improved customer satisfaction. This, in turn, leads to increased customer loyalty and repeat business.

Increased Scalability:

Automation enables businesses to handle growing demands and expanding operations more easily. As businesses grow, they can scale their automation systems to meet changing needs, reducing the risk of burnout and ensuring long-term success.

Better Data Analysis:

Automation makes it possible to collect and analyze large amounts of data more quickly and accurately, providing valuable insights into business operations and customer behavior. This information can be used to make informed decisions and drive business growth.

What does automation mean for you?
  • More time to do more of what you want
  • Less stress overall

In conclusion, automation is a powerful tool for businesses looking to increase efficiency, reduce costs, and improve customer satisfaction. From data analysis to customer service, automation has the power to revolutionize the way businesses operate. So, if you're looking to take your business to the next level, it's time to consider the benefits of automation and explore the solutions available.

As a Financial Advisor looking for software solutions, automation has to be at the top of your list, Finpace might be a great way to go further, faster.