Using technology to enhance the client experience

Stewart Bell Founder & Business Coach, Audere

A bit about Audere

•  Sydney-based business improvement specialists.

•  Track record of significantly improving performance.

•  Strong background in tech innovation.

•  Work with firms who want to achieve financial success to reinvest in the advice models of the future.

“Computer processing power doubles every two years.”

Moore’s Law (1965)

“The more high tech we create, the more high touch we will want.”

Naisbitt’s Megatrends prophecy (1982)

Three core areas for discussion

Data collection

Client engagement and education

Efficiency

DATA 1  

Less than 2 weeks is key, but the sooner the better

Beyond that initial appointment, the key

success factor was expectation management

Timeframes

Social Media plugins

LinkedIn  Connected  

Social  Connector  

Live Strategy Development

Tools to support

Audio

Client surveys

ENGAGEMENT 2  

Visual selling

Mindmapping

Behavioural insight

What about the affluent?

Online meetings

EFFICIENCY 3  

Booking automation

Self-management

Workflow

Other uses of video

Freelancers

It’s still all about the “end user”

Get  closer  than  ever  to  your  customers.  So  close,  in  fact,  that  you  tell  them  what  they  need  well  before  they  realize  it  themselves.”    

Steve  Jobs,  Founder  of  Apple  

“We  see  our  customers  as  invited  guests  to  a  party,  and  we  are  the  hosts.  It’s  our  job  every  day  to  make  every  important  aspect  of  the  customer  experience  a  liIle  bit  beIer.  If  you  do  build  a  great  experience,  customers  tell  each  other  about  that.  Word  of  mouth  is  very  powerful.”    

Jeff  Bezos,  CEO  Amazon.com  

Summary

•  Technology has the cool factor. It says premium like never before.

•  There are armies of “geeks” waiting to help.

•  Get on board before it becomes too hard.

•  Start small. It’s about habit forming.

•  Ask your clients.

Thank you

Today is just a small sample of what we do. Please check out our website to subscribe for further info – www.audere.com.au Alternatively, feel free to to drop me an email at stewart@audere.com.au.