From Cyber-Conniption to Coffee and Chill: How to Use Blueleaf’s Client Portal to Make Onboarding a Breeze


Last Updated on February 23, 2021 by Connor Prendergast

Does your technology frustrate you? Advisors who’ve 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’s tech is child’s play when compared to those.

Of course, there’s 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.

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’t want to see cyber-conniption. Our team very much prefers the coffee and chill approach to online experiences.

Getting Past Day-to-Day Technology Frustrations

Your clients are frustrated too.

According to a poll conducted by Asurion in 2019, more than 80% of Americans experience some type of technology frustration daily.

These range from dropped calls and bad Wi-Fi connections to full-on app crashes.

Most of these issues are beyond your control, but it’s important to empathize with your clients’ pain points. When introducing them to our client portal, acknowledge the daily issues they have with technology, while assuring them that we won’t add to them.

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’t know that. Now you do.

Jason Park, a long-time Blueleaf customer, gave us some input on this to share. “I’ve 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.”

An Experience Your Clients Will Love.

Clients will love the service you deliver with Blueleaf’s superior client experience.

False Perceptions about Client Service Models

Every advisor I’ve onboarded on Blueleaf has gone through the experience I described above. We’re in a “show me” type of profession, so of course, wealth managers want to experience what their clients will go through when they start using our client portal.

The experience is seamless, but it’s 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’s still a large segment of our industry that views it as “second tier.”

This is an embedded mindset, one that we’ve 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’t just work. It’s a better option.

“Back to Normal” is an Unrealistic Expectation

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

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.  

Adapting to the “new normal” 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’s no reason to stress. Grab a cup of coffee, chill, and enjoy the ride.

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  • Kevin D. Flynn

    Kevin D. Flynn is a former Head Coach at Blueleaf and founder of Flynn Consulting, LLC, a business and financial coaching service for startups and small business owners.

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Kevin D. Flynn is a former Head Coach at Blueleaf and founder of Flynn Consulting, LLC, a business and financial coaching service for startups and small business owners.
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