Top Tips to Implement Virtual Assistants on your Fintech / Finance Site
Financial advisors have to pay specific attention to the needs of each client and prospect, they need to spend more time understanding their unique requirement to be able to offer the right solution in time. Because often times, the financial needs of both business and individual users are crucial and need to be addressed without too much delay.
Virtual assistants can come handy here to help ensure a seamless customer experience to every site visitor while also helping them engage online prospects and collect enough information to be able to run a relevant follow-up at a later stage.
A virtual assistant can help finance professionals and advisors with various tasks. Be delegating certain tasks to your virtual assistant, you can pay attention to actual business development activities while boosting your core competencies.
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Here are few reasons why every fintech business owner and financial advisor needs their own special virtual assistant.
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Helps Schedule Appointments with Clients
Scheduling appointments are an important business activity, also one that can be easily outsourced. If you have already contacted a client and have reached a stage in the buying journey where finalizing the contract is just an appointment away, it saves time to set your virtual assistant to do the rest for you. In fact, a virtual assistant can do it in a seamless, professional way.
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Managing Pipeline and Prospects
If you experience a fair amount of traffic to your site, a virtual assistant can help you filter all the inquiries and put the ones that deserve your immediate attention on a priority list. This will ensure that you do not spend time and consulting efforts on a prospect with lower chances of converting.
A quick tip: You can set up your recurring tasks in the CRM so that you can follow up with each priority prospect on time.
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On-boarding a New Client
After you are done meeting with a prospect or client and he shows interest in taking the deal forward, you can immediately handover the client to your virtual assistant to get the rest of the paper work done. A virtual assistant can be to set up to answer the basic questions within a workflow and it can ensure that all the documentation is updated in the CRM.
A quick tip: we suggest that you standardize your on-boarding process to make your virtual assistant work up to its optimum level.
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Opening and Closing of a Client’s Investment Account
If a client wishes to open an investment banking account, the chances are that he needs to fill out a number of forms. To ease this often tedious process, your virtual assistant can help get the job done quickly.
A quick tip: Train your virtual assistant with basic financial knowledge and technical terms to speed up the process.
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Bookkeeping
Bookkeeping is the most basic yet critical task that a financial advisor has to complete. Nonetheless, it is paper work that can be accomplished with the help of a virtual assistant.
A quick tip: Help your virtual assistant complete free certification courses like Xero or QuickBooks to keep it abreast with the latest bookkeeping updates / knowledge.
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Taking Minutes of the Meeting
We have observed that most financial advisors do not assign this task to a virtual assistant. However once given, it can make a huge difference in saving business time. Whether it is a virtual meeting or a personal, face to face one, your virtual assistant can take notes and prepare the final minutes of the meeting while you focus attention on the client.
A quick tip: Integrate your virtual assistant along with your virtual meeting tools to help you optimize the process better.
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Seminar, Webinar and Event planning
A financial advisor has to plan plenty of online seminars, a virtual assistant can help schedule a webinar for you, help you draft your presentation and create and upload slides as well. For your on-site visits, a virtual assistant can help you manage your booking and travel plans.
A quick tip: Explore various virtual assistants that can help in travel bookings. It should be integrated with your overall process and system well.
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Website and Social Media
Updating your website and handling social media is not something a fintech business owner or financial advisor can undertake. For lean companies, a virtual assistant can undertake these tasks. Irrespective of the social media expertise of your virtual assistant, it will still ensure that social posts are scheduled correctly, clients are updated regularly and messages are answered on time.
A quick tip: You need to train your virtual assistant to undertake your social media activities.
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Process and Workflow creation
When you start a new business, it is important to complete the necessary documentation. Luckily, you do not have to do everything on your own if you have a virtual assistant.
A quick tip: Hire a process-oriented virtual assistant because they can even suggest improvements in the processes and technologies.
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Recruitment
As soon as you start doing good with your financial advisory, you would need another associate to help you with other business critical tasks. How about outsourcing the recruitment process to your virtual assistant?
For a standalone or freelance financial advisor, there are a lot of things on the platter. It would be beneficial if a few tasks are outsourced to a virtual assistant so that business activities are completed quickly with minimum errors.
