How To Keep Your Firm Organized As you Scale With Financial Cents

Best Practice Webinar for using Financial Cents to keep your firm organized as you grow.

How to keep your firm organized as you scale with Financial Cents with Shahram Zarshenas (Co-Founder and CEO of Financial Cents)

Highlights:

• All the features within Financial Cents that help you organize everything in your firm
• Use the workflow dashboard to organize and track the status of work
• Document and standardize your processes with checklist templates
• Aggregate all your email addresses into one inbox
• Communicate with clients by sending emails from within Financial Cents
• Have an audit trail of all communication between your staff and clients
• Store and organize all client files and information
• Include links to resources for client work so your team has everything they need
• Use client profiles to keep track of client relationships
• Automate client data collection and store everything in organized folders within Financial Cents
• Keep track of your team’s tasks and manage capacity

Timestamps:

• 0:01 Introduction
• 4:32 The Workflow Dashboard
• 7:11 Setting up Tasks and Task Dependencies
• 8:30 Client Tasks
• 11:00 Client Emails
• 15:09 Client Profiles
• 18:36 Client Notes
• 19:33 Client Files
• 20:34 Client Vault
• 22:40 Client Dashboard
• 25:00 Q & A
• 34:00 Conclusion