Best 2020 Tech Tools for Financial Professionals

With technology use increasing every year, it’s important that every business keep up with the present-day trends to stay relevant. To do this, you need to know how best to utilize the new technology to advance your business. While it’s likely that you already have the basics of technology down, such as having an email address and website specifically for your business, you might be missing out on some key innovative technologies that can make your life as a financial professional easier, while helping you maximize your time and revenue:

CRM Software

Customer relationship management (CRM) software is vital for your business and was created to help you manage your dealings with each client, as well as the goals that they’re hoping to achieve. Having all the information, from their contact info to all the contents of your meetings with them, for your clients in one location that you can access from the office or home will help enhance your relationship with your clients as you never have to struggle to remember the last items you discussed.

Virtual Meetings

Online meetings were already becoming increasingly popular, especially with upcoming generations. Not having to spend time traveling to meetings allows you to maximize your time. Now, we have all been made to shift towards them with the ongoing pandemic. You do not have to stop meeting with your clients even though you cannot meet them face-to-face. Virtual meeting platforms like Zoom, Webex, GoToMeeting, Join.Me, and Skype for Business, provide you with the high-quality tools you need to make your meetings simple, effective, and successful.

Versatile Software

Webinar software has capabilities to offer you the versatility to structure your webinar however you want. If you want to simply give information to your prospects with limited interaction from them, this is a good option to get your message across quickly and find the people who are interested in what you have to offer. If you want more of an interactive webinar where your viewers can ask questions throughout and engage with your content, this is also a good option to gauge your customer’s interest. Most software can do that, but make sure you complete the research before choosing which software you are going with.

Google Alerts

Google alerts can be useful to any business by helping you keep your eye on key events happening in your line of work. As a financial professional, it’s probably important to you that you keep up with any changes that occur which affect the way you assist your clients. Alerts are also an incredibly convenient way to see how many people are talking about you and your business. Set up alerts for your name and your business’ name in order to monitor any social media activity and see if your marketing is working.

NestEgg Estimator

For less than a dollar, you can download this app to help you with your clients’ financial plans. By inputting their information into the app, you can quickly see the big picture of what their financial lives will look like given many different variables. Through this app, you can easily help your clients maximize their 401k, IRA, and Roth contributions, calculate what their savings for retirement is or needs to be, and plan for any income changes.

Paladin Research & Registry

Paladin allows potential customers to find vetted financial professionals and offers a matching service to match potential clients with specific professionals to suit their needs. As a financial professional, you will want to get yourself registered on this website since it gives you credibility and also helps your name become more recognizable. The small fee it is worth the investment for your business to receive exposure on a respected website.

TruChoice Financial is not affiliated with any of the above-mentioned vendors, nor do we guarantee the accuracy or quality of their services. Although we may promote and/or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker/dealer and registered investment adviser, (if applicable), and the insurance carriers they represent.

Producers should follow the approval requirements of the carriers they represent and their Broker/Dealer and Registered Investment Adviser, if applicable.

TM200821-0721 | Designed for Financial Professionals.

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