In this episode, Zane Stevens discusses the implementation of three new technologies at Protea Financial:
- Guru
- Reach Reporting, and
- Karbon Client Tasks.
Guru is an internal intranet system that consolidates important company documents, training information, and standard operating procedures.
Reach Reporting has improved the quality of management reporting to clients and increased client engagement.
Karbon Client Tasks have significantly improved client communication and streamlined processes.
Zane emphasizes the importance of regularly assessing and implementing technology to improve efficiency and client satisfaction.
Takeaways
- Regularly assess and implement technology to improve efficiency and client satisfaction.
- Guru is an internal intranet system that consolidates important company documents, training information, and standard operating procedures.
- Reach Reporting improves the quality of management reporting to clients and increases client engagement.
- Karbon Client Tasks significantly improve client communication and streamline processes.
Titles
- Improving Management Reporting with Reach Reporting
- Streamlining Client Communication with Carbon Client Tasks
Sound Bites
- “Regularly assess technology to improve your business and implement it.”
- “Guru is a great intranet for consolidating information and making things flow smoother.”
- “Reach Reporting has made a significant difference in the quality of information we provide our clients.”
Chapters
