AdviceTech Podcast #50 – Feature: Automation v Client Experience – Time-codes

Intro – 0:00
4:58 – The tension between automation and a quality client experience.
10:46 – The value of shortcuts and hyperlinks.
14:41 – How to take advantage of time savings.
17:17 – When to use notifications.
23:11 – Technology in your internal team.
32:15 – Efficiency vs Experience.
39:56 – Closing the trust gap with clients.
46:31 – Onboarding and data management.
54:47 – Using videos to better engage prospects and clients.
1:05:25 – Keeping data up-to-date.
1:10:31 – The importance of customer feedback and Google reviews.
1:20:16 – How does automation impact the client experience?
1:23:52 – Peita’s final thoughts.