Latest news, stories, helpful articles and handy tips from the Eligible team.
Data hygiene 101 – you know how to clean your hands, but do you know how to clean your data? COVID19 has taught many firms that the data they hold on their client base just isn’t clean enough. Meaning they have struggled to keep clients engaged, missing opportunities to offer advice when they have needed it the most.
Advisers across the UK have turned their focus to digital. Now more than ever, it's important for firms to understand the value that technology can improve operations and client relationships. If you're not doing business on social you could be missing a trick.
In the last three months, people all over the world have become incredibly reliant on technology. It's being used as a primary channel for communication, education and purchase. Considering current circumstances, building your brand's digital presence has never been more important. So where do you start?
Coronavirus trend watch. Are you putting your existing clients first during COVID-19? With lead volumes dropping in most markets, now seems the time to optimise for your existing clients as they’re likely your securest revenue stream for the coming months.
You've spent time and resource transitioning. You're all set-up and settling into your new routine and workplace. You're adapting, but it can be difficult to effectively measure how you and your team are really doing, especially if you're new to remote working. So, we've pulled together our own remote working scale to help you figure out where your firm fits and how you can level-up if need be.
By now, many of us will be working from home. It’s an unsettling, uncertain time for many businesses, but we must adapt to this new way of working in order to keep the needle moving and provide a good service to our clients. Are you new to remote working? If you’re just getting set up and looking for some guidance on remote working, here’s 4 tips to get the best out of your new working environment.