Case Study
Paul Schofield Wealth Management, Partner Practice of St
James’s Place Wealth Management based in Burnley
Paul is a wizard with his business, he really understands
the needs of his clients and ensures that the work he completes for them is of
the very highest standard and quality.
The data Paul prepares for his clients is well presented but
he felt that there may be a better way to show his findings; it isn’t always
easy for the, sometimes complex, figures to be understood by his customers.
Paul asked Innovative Technology Coaching for advice on data
presentation. His skills with Microsoft Excel were of an advanced level and all
the data needed was immediately available, although it needed some
re-formatting.
We set up a new template to drastically reduce the amount of
time needed to enter the initial data required for all potential clients.
Once the template was complete we showed Paul how to convert
the newly formatted data in to graphs. We investigated the different options
and Paul opted to use 3D pie charts. Then we helped Paul set up an automated
system which populated the charts in colour to show the different possible areas
of investment.
We then organised a system so that Paul can show customers
their information on his iPad or laptop when he visits them in their own homes.
He can then e-mail it to them or print it out at a later date
.
Paul now has an easier method of importing varied individual
data with differing numbers of financial streams that customers may wish to
invest. He can create much clearer presentations to describe his
recommendations and he has found the new processes to be hugely beneficial in
terms of efficiency and effectiveness.
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