Rolling out new software can be tough for financial firms for several reasons.
- Adoption by staff
- Complexity of software
- People learn differently
At myprosperity, we cater for this by working closely with our partners during and after the roll out phase. We understand that there needs to be a bit of hand holding during this process and significant follow up afterwards to ensure everything is on track.
If you’re partner, you’ve likely spoken to Mark. He’s one of our account managers and if you have a question about the platform, or are just looking for a badminton player, he’s the guy to talk to.
In our office, Mark can often be overheard guiding our partners through the myprosperty portal.
“We don’t just train advisers and accountants to use our platform, we help them figure out how to add their most complex client seamlessly,” Mark said.
Mark has some advice for firms implementing new software into their practice. “Don’t try to fit it in with your existing processes. Embrace it and mould your business around it, improve your processes, stop doing it the hard way. Work smarter, not harder.”
The financial services sector is currently experiencing a great disruption. That disruption has forced advisers to change their processes. New software shouldn’t be a tool that simply matches the way things have always been done – it should enhance it and bring greater efficiency and opportunity to your firm.
What can you do? Mark thinks the best way to roll out new tech is to initially get a couple of employees to be its champion – immersing themselves in the functionality and how it can improve already established practices. That way, when the rest of the staff start using it, they have a point of reference within the company to troubleshoot problems and ask questions.