Discover how to achieve great results when working from home. With the Coronavirus (Covid-19) very likely to cause businesses to have to look at remote working sooner rather than later. In this guide, I will take you through the positives and negatives of working from home. I will offer strategies that you can put into place to maximise your productivity while remote working. Plus, show you how to minimise the… Read More »Remote Working Results for your Business (Coronavirus / Covid-19)
Dr Adam Sykes
I help thriving businesses, swamped by growing demand, automate & organise, to focus on what matters. Every successful business has a unique selling proposition - the product or service that sets them apart, but every company also has backend operations that take resources away from the core direction. I help businesses to automate routine tasks, freeing them to focus on what matters. I am the co-founder of SwiftCase, B2B software that helps businesses to automate, connect and enhance their business processes. We specialise with companies in the insurance, legal and financial sector. My specialities include intelligent automation, data security, workflow design, system integration, and online customer engagement. If you would like to become a client, or you like the opportunity to work with me, then please get in touch as I'll be delighted to talk to you.
Discover how to keep your business finances under control. Stay organised, get paid on time, every time and monitor client performance to locate any issues. Ensuring that you get paid for all the work that you do is vital to maintaining your cash flow and keeping your business on the right track. Creating a great product or service that helps people is a noble aim for any company. However, the… Read More »Business Finances: Take Back Control
In the fourth episode of our book review series, we’re going to be taking a look at Thinking, Fast and Slow by Daniel Kahnemann. If you like what you’ve heard and want to catch all the latest weekly episodes, be sure to subscribe to our YouTube channel.
Automation can accelerate your business growth by maximising your productivity and improving your effectiveness. However, an automated process is only effective if it is worthwhile automating. A terrible process automated is just a terrible process that runs more quickly. In this article, I will take you through the things to look out for to determine whether a process is the right choice for automating, or whether you should pass on… Read More »How to choose which business process to automate
The Fox and the cat is an ancient fable about the perils of choice: A Fox was boasting to a Cat of its clever devices for escaping its enemies. “I have a whole bag of tricks,” he said, “which contains a hundred ways of escaping my enemies.” “I have only one,” said the Cat; “but I can generally manage with that.” Just at that moment they heard the cry of… Read More »Choice Overload – Be a cunning cat, not a humming fox
In this article, I will cover how paraplanners can leverage technology to improve their productivity across the range of tasks and responsibilities they have to meet for the end client and financial planners. Managing multiple clients for Paraplanners Paraplanners manage a portfolio of clients with whom they must maintain good relationships. Keeping track of a large volume of clients can be made easier through the use of Customer Relationship Management… Read More »Paraplanners save financial advisors time, but how can they improve their own productivity?
Although you may mean well, your good intentions will not amount to much in the eyes of the law. It can be tricky to follow all the many rules and regulations of compliance: GDPR, Health and Safety, Employment and more. Don’t let your clients and employees lose confidence in you. Protecting them should be the priority as well as protecting your business. The cost of non-compliance and monetary fines have… Read More »Keep Compliant, Keep your Company
How many times have you said, or heard someone say, “I don’t have the time to that”? We all lead busy lives. There are a massive number of draws on our time, and increasingly so. In 1995, only 1% percent of the global population had an internet connection. Now many can’t go five minutes without needing the check their social media notifications. Go back even further, and in 1950 only… Read More »Stop saying “I don’t have the time to do that”
It is so much harder to gain a new customer than to keep an existing customer, so, why are businesses so obsessed with new sales, rather than the success of their current clients? In this article, I will take you through why you need to focus on delighting your current customers, and why this will lead to more sales in the long run than spending all your time on new… Read More »Delight your customers to reduce churn with a CRM
On 18th June 2019, I went with my wife and son to watch Metallica play live at the Etihad Stadium in Manchester, UK. Separately, Craig, our Development Manager, went to see them (and meet them in person!) as well. Along with around 60,000 other Metallica fans, we watched, danced and sang as they put on an awesome show. But what can this tell us about branding? In this article, I… Read More »Give me fuel. Give me fire. What you can learn about branding from Metallica!