It is quite the paradox: the industry advising clients on how to improve their business, often using digital technology, is itself still mostly running in the ‘old-school’ manner akin to the management consulting firm of the early 2000’s and even the 90’s.
Yes, you are correct in thinking that ‘hang on, surely most firms and solo advisors are using CRM’s and tools such as email marketing platforms. So, the above statement surely must be incorrect’. Well, sadly no. While using a CRM is a step in the right direction when it comes to the digitalisation of an advisory business, it is nowhere near close enough to achieving true, radical transformation of an entire industry using technology. Think of it this way. Do you, as an Advisor, or the owner of an Advisory Firm, use technology built on algorithms, logic, artificial intelligence to help drive your client engagements? Do you capture consistent data across all engagements, then use that data to make decisions such as new services to develop, or programs to offer?
The new reality of the Advisory industry is just around the corner. Within a few years, artificial intelligence will not only help gather and analyse data on your client’s business but will help you diagnose quicker and implement actions more effectively, thereby generating more impactful outcomes for your clients.
This change is already happening, and the technology to take your advisory business to the next level is already here. It is our vision at MyMalekso that we will become your tool of choice when it comes to working with clients and managing your firm. We are the future of the advisory space: we are the ones building the algorithms, the logic, the artificial intelligence engines. Using our platform, you can transform your Advisory business into a modern, digital entity ready to capture the new wave of opportunities coming your way.
MyMalekso will transform the business Advisory industry. The question is, will you embrace these changes, or will you be left behind? Take the next step. Use MyMalekso for your next client engagement and experience a more modern way to providing business Advisory services.
SPECIAL OFFER – Try us for free. All new Advisors registering to use MyMalekso receive:
- 1 x free token to trial one of the MyMalekso Diagnostic Reports, valued at $594 inc GST
- 1 x free token to trial one of the MyMalekso Client Seats for 3 x months, valued at $33 inc GST
- No ongoing commitments. No contracts. Nothing but the opportunity to try us completely free, in full.
Register today as an Advisor and use the inbuilt diagnostic tools, algorithms, intelligence and data visualisation to run more effective, engaging business advisory client engagements.