{"id":6976,"date":"2025-01-20T16:50:35","date_gmt":"2025-01-20T16:50:35","guid":{"rendered":"https:\/\/www.blueleaf.com\/blog\/from-cyber-conniption-to-coffee-and-chill-how-to-use-blueleafs-client-portal-to-make-onboarding-a-breeze\/"},"modified":"2025-01-20T16:50:36","modified_gmt":"2025-01-20T16:50:36","slug":"from-cyber-conniption-to-coffee-and-chill-how-to-use-blueleafs-client-portal-to-make-onboarding-a-breeze","status":"publish","type":"post","link":"https:\/\/www.blueleaf.com\/blog\/from-cyber-conniption-to-coffee-and-chill-how-to-use-blueleafs-client-portal-to-make-onboarding-a-breeze\/","title":{"rendered":"From Cyber-Conniption to Coffee and Chill: How to Use Blueleaf\u2019s Client Portal to Make Onboarding a Breeze"},"content":{"rendered":"\n

Does your technology frustrate you? Advisors who\u2019ve been in this game for a while may chuckle a bit when they see the question. Seasoned veterans in our industry remember the days of DB Cams and BAA CI boxes. Today\u2019s tech is child\u2019s play when compared to those.<\/p>\n\n\n\n

Of course, there\u2019s always a learning curve. Financial advisors using new technology for the first time are going to experience a few bumps in the road. Just ask the newbie Zoomers. Running video meetings is not how they expected to engage with clients at the start of 2020.<\/p>\n\n\n\n

At Blueleaf, we understand that learning new tech can be frustrating, so we designed our client portal to be as user friendly as possible. We don\u2019t want to see cyber-conniption. Our team very much prefers the coffee and chill approach to online experiences.<\/p>\n\n\n\n

Getting Past Day-to-Day Technology Frustrations<\/h2>\n\n\n\n

Your clients are frustrated too. <\/p>\n\n\n\n

According to a poll conducted by Asurion<\/a> in 2019, more than 80% of Americans experience some type of technology frustration daily. <\/p><\/blockquote><\/figure>\n\n\n\n

These range from dropped calls and bad Wi-Fi connections to full-on app crashes.<\/p>\n\n\n\n

Most of these issues are beyond your control, but it\u2019s important to empathize with your clients\u2019 pain points. When introducing them to our client portal, acknowledge the daily issues they have with technology, while assuring them that we won\u2019t add to them.<\/p>\n\n\n\n

When clients struggle, share some best practice tips with them. Google Chrome tends to be a better browser for fintech apps than Safari or Internet Explorer. Clearing a browser cache can often solve login problems. Most clients don\u2019t know that. Now you do.<\/p>\n\n\n\n

Jason Park, a long-time Blueleaf customer, gave us some input on this to share. \u201cI\u2019ve realized this year how important it is that clients receive and see and read the words that I write. Even a short note can help them overcome technology issues.\u201d<\/p>\n\n\n\n

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An Experience Your Clients Will Love.<\/p>\n\n\n\n

Clients will love the service you deliver with Blueleaf’s superior client experience.<\/p>\n\n\n\n

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Get a FREE Demo<\/span><\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n
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False Perceptions about Client Service Models<\/h2>\n\n\n\n

Every advisor I\u2019ve onboarded on Blueleaf has gone through the experience I described above. We\u2019re in a \u201cshow me\u201d type of profession, so of course, wealth managers want to experience what their clients will go through when they start using our client portal.<\/p>\n\n\n\n

The experience is seamless, but it\u2019s only the first step in embracing life in the digital realm. Our team ranks virtual client service at the top of the client engagement efficiency list. Unfortunately, there\u2019s still a large segment of our industry that views it as \u201csecond tier.\u201d<\/p>\n\n\n\n

This is an embedded mindset, one that we\u2019ve spent years trying to disprove. In 2020, when doing business virtually became the norm, our hard work finally paid off. Feedback from advisors tells us that virtual client service doesn\u2019t just work. It\u2019s a better option.<\/p>\n\n\n\n

\u201cBack to Normal\u201d is an Unrealistic Expectation<\/h2>\n\n\n\n

There was nothing normal about 2020. The world as we know it changed dramatically and much of what we\u2019re seeing today is what we can expect going forward. Face masks are now fashion apparel. Meetings and presentations are conducted online.<\/p>\n\n\n\n

We can lament the past or relax and enjoy the new reality. Doing business in the digital realm means less physical traveling and more time to prospect and grow your business. With the Blueleaf client portal, you can avoid cyber-conniption and virtually service your clients.  <\/p>\n\n\n\n

Adapting to the \u201cnew normal\u201d can be challenging, but our team is available to help. Blueleaf has been living in this world for almost a decade. Our platform was built to facilitate online engagement, so there\u2019s no reason to stress. Grab a cup of coffee, chill, and enjoy the ride.<\/p>\n\n\n\n

Suggested Articles:<\/h3>\n\n\n\n
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Does your technology frustrate you? Advisors who\u2019ve been in this game for a while may chuckle a bit when they see the question. Seasoned veterans in our industry remember the days of DB Cams and BAA CI boxes. Today\u2019s tech is child\u2019s play when compared to those. Of course, there\u2019s always a learning curve. Financial…<\/p>\n","protected":false},"author":2,"featured_media":6977,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[28,33,25],"tags":[67,97,99],"class_list":["post-6976","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-communicating-with-clients","category-marketing-growth","category-product","tag-client-portal","tag-digital-first","tag-online-client-portal"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/6976","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=6976"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/6976\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/6977"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=6976"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=6976"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=6976"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}