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Katie Stokes Chats About Virtual Client Service

Katie Stokes, financial analyst for Core Advisors, recently sat down with us for a chat about virtual client services and how to implement them. Due to COVID-19 worldwide pandemic, many business are switching to digital/virtual services to assist customers and clients with the high-quality service they deserve. Here’s what Katie had to say on the subject:

Transcript of the Interview:

John – So, you know, Katie, thank you for being here today.…

Deciding what to automate is as simple as 1 2 3.

Personal automation doesn’t always give you more free time. You need to be intentional in deciding what to automate to avoid creating more work. To start thinking critically about automation, ask yourself these simple questions:

  1. Does the task require your personal attention to get done?
  2. Does the task consume lots of time?
  3. Can you avoid too much personalization?