Technology Can Help Build the Relationship in the Advice Journey

Technology Can Help Build the Relationship in the Advice Journey 150 150 Leah Deshon & Jan Gettmann

2021 saw Viridian amplify the voice of our clients. Engaging the Beddoes Institute to survey Viridian Private Wealth clients ensured that we continue to shape the Viridian experience around our clients. 

Clients highlighted the need to continue improving the digital experience throughout the advice journey. So in 2022 we are really excited to continue the adoption of DocuSign, as well as trialing a digital client engagement solution that provides a suite of tools to enhance the pre-meeting and in-meeting experience for our clients.  

Using technology to gather information prior to a meeting saves time, reduces the number of times that information is handled and allows your advisor to easily identify topics for discussion. This ensures more time can be spent on what clients view as the most valuable aspect of the Viridian experience – quality time spent with their advisor. And having completed documents instantly sent to our Client Service Managers provides more time for them to assist clients in other areas.  

So if in 2021 we amplified the voice of our clients to better understand the experience they want, in 2022 we’re excited to continue building an experience that places the relationship between our clients and their advisor right at the centre.  

Leah Deshon is Advice Process & Systems Manager and Jan Gettmann is Senior CSM Operations Manager at Viridian Advisory.

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