In business,
keeping your clients happy is everything. Whatever you can do to add value to
your product or service is worth doing if it keeps you one step ahead of your
competitors and keeps your most profitable clients on board.
Doing that means
thinking creatively and having every available tool out there at your disposal
when you need it. These days, more than ever, it’s about being flexible enough
to meet your clients’ needs as and when their circumstances change.
Saying ‘I’ll get
back to you’ just isn’t good enough anymore. If you want to stay on top of your
game, you need the capability to respond with the information your client
needs, right when it’s needed.
This is the reason
why more and more investment managers are moving to Cloud-based portfolio and
analysis platforms. These online risk and portfolio management tools give users
all the services they need in one central location and can be customised to
meet the needs of the user, as well as the client. But, most importantly, the
information or service, you or your client needs can be accessed immediately,
wherever you are in the world. And, as every good businessperson knows,
providing your customer with a rapid solution to their need is a sure-fire way
to win repeat business.
Join the Revolution
StatPro Revolution
from the StatPro Group is an excellent
example of the benefits that can be gained from taking your services (and your
clients) to a Cloud-based platform. Covering over 3.2 million assets, the
engine behind this incredibly versatile product allows users to create
attractive, customisable and easily understandable risk and performance
analytics. You can then choose to share this analysis with your clients
directly over the Internet – a great way for you to demonstrate how you’ve
added value to their portfolio. By being transparent with your work in this
way, you can also build trust - meaning your clients are more likely to stay
with you.
When business very
often all boils down to keeping your clients happy, the Cloud-based platform
also happens to be more cost-effective, as well as faster than traditional
methods of client reporting. And it does of all of this in the Cloud without
any hardware, software or maintenance costs.
The cloud is the future
Don’t make the
mistake of thinking that the Cloud is just a fad that’s going to disappear when
the next ‘big thing’ comes along. Cloud-based platforms are here to stay. Your
clients are probably already using the Cloud in their own business or as part
of their everyday digital life. And that’s understandable! The advantages are
huge and we are only at the beginning of the Cloud revolution. The benefits are
only starting to be realised.
It’s
good to share - Because the information you’re
looking for is in the Cloud, then it’s accessible by whoever needs it, wherever
they are. All they need is an Internet connection and a PC, laptop or tablet.
Collaborating with clients, partners and work colleagues has never been easier.
Access
on a ‘need-to-know’ basis – When it comes to
security and accessibility, with an online platform, you decide who has
clearance to access your applications and data. Obviously, in this digital age
of hackers, phishers and cyber-criminals, security is more important than ever
before. Fortunately, by its very nature, the Cloud is one of the mostsecure places for your data, especially when you’re on the move, as your
data isn’t stored on your device and, as we seen earlier, there are a host of ways
to restrict access to data and services - not to mention third party security
solutions that can be integrated into your platform.
Get
it working for you – Some Cloud-based
solutions, such as StatPro Revolution, offer a huge degree of flexibility when
it comes to customising how you deploy and interface with your Cloud-based
services. So, depending on your needs and what functionality you want to offer
your clients, you can adapt your online platform to suit the way you do
business.
Local
knowledge and global expertise –
Likewise, you can dictate how your service and data are delivered from a
central location in the Cloud, tailoring each to make them ‘compatible’ with
the region in which they are accessed or deployed. For example, you can choose
to change the language format used, or customise the service to comply with
regional variations in legislation and the local regulatory regime.
Everything
in one place - Of course, there is a huge
advantage to having everything in the one place. Projects and portfolios are
easier to administer for everyone - you, your colleagues and your clients. With
the right solution, you can rapidly deploy business information to any user
with a full audit trail and without the hassle and expense of managing local
applications. Result? You spend more time servicing your clients, instead of
managing local IT applications and infrastructure.
The Cloud is
becoming big business. Getting in at the outset means you’ll be better placed
to benefit from new Cloud-based innovations and applications as they become
available.
What’s good for your clients is good for your business
Statistics show
that by improving customer service, businesses retain clients up to 18 months’
longer. Given the advantages, outlined here, offered by a Cloud-based risk and
portfolio management platform, migrating to a solution such as StatPro
Revolution is one guaranteed way you can do just that.
Whether you’re an
asset manager, finance advisor or hedge fund manager, using a Cloud-based
platform to share information with your clients in real time, will enable you
to communicate more effectively with your clients and add value to the services
you provide. Your clients will thank you for that - by staying longer and
spending more.
