That is, done by humans.
Data entry in excel sheets, and the like.
A little bit of automation can buy back your team’s time.
20+ hours per week per person.
Not only that, but you get:
- Perfect accuracy
- Faster client work
- Higher profits
So your team can:
- Focus on advisory work
- Handle more clients
- Deliver faster results
- Make fewer mistakes
- Bill more hours
And how much of your client communication happens over email?
Like sending them sensitive documents containing PID.
This is a security nightmare waiting to happen.
Modern firms use secure client portals.
This gives them several benefits:
- Bank-level encryption
- Two-factor authentication
- Complete access control
- Digital audit trails
- Automatic compliance
I’m creating a new webinar on streamlining and automating operations for professional service business.
I’d love to know what questions you have about automating aspects of your business.
Are there any activities that are obvious bottlenecks or security hazards?