Advisor Technology | 10/28/2015
How to Use Slack to Improve Advisor Communication
For any office that has more than a couple employees, or for offices where employees don’t work at the same site, communication issues can quickly become a serious threat to workplace efficiency. You may even get close to making it appear you’re sabotaging your company..if you go by 1944 OSS guidelines, anyway.
— Peter Sachs Collopy (@collopy) October 27, 2015
More emails are usually the result, but no one wants more email than they’re already getting (we looked at how many the average person has to deal with per day in a recent blog) and emails are too easy to ignore.
So if more emails aren’t the answer to better communication, then what’s next? More phone calls?
All the introverts out there just let out a collective (though maybe not very loud) “NO.”
We all need to practice better communication. So what do we do?
For any advisory firm that needs better, more detailed and frequent communication between its employees or offices, the answer is already available.
And the answer is to Slack.
The Advisor Communication Solution
Slack launched in 2013 as an online team collaboration tool that allows you to build different channels for different groups and communicate with them in real time. You can also share files and search for (and find!) past interactions easily.
Now, two years later, Slack is in the process of launching its newest line of upgrades – integrations.
“Just press Add to Slack,” Slack boasts on its website. “Add to Slack” allows you to share information generated from applications outside of Slack.
Most everyone accomplishes their work across multiple applications. Just take a look at all the programs and web pages you have open right now. Wouldn’t it be better if you centralize all those most important apps you use and see your critical updates in one place?
With Slack, that’s possible. Now, you can share your work amongst your entire team, company, or just that one other employee you need to work with to prep for a client meeting. You can do it all on Slack without even having to leave Slack, provided your applications are integrated.
More than 80 applications have been custom-tailored to interact with Slack. Some of these apps include appear.in (in which you can hold video conferences in your browser), Dropbox, email (sending email to channels in Slack), Google Drive, Honeybadger (error and performance monitoring), Trello, and Twitter.
If you’ve signed your team up for free on Slack, you can add up to 10 of these applications.
Slack’s latest integrations are almost guaranteed to expedite the tasks performed by an advisor with their team.
Not only does Slack create a workspace with multiple channels to allow for real-time conversation in multiple projects, as well as easy archival in each space, the latest integrations can allow you to share what you’re working on from whatever application you were using to generate the content.
How We Use Slack
At Mineral, we use Slack to enhance communication within our team. Between traveling, working offsite for various reasons, and working with team members across the country, our need for Slack grows almost by the day.
The ability to get instantaneous responses has revolutionized how quickly we can work together to get projects done faster.
We also use numerous integrations to bring Slack to life. One of the most helpful is an integration with HelpScout, which we use to manage client requests.
When a client needs something from us, we receive the notification in Slack, and then we can easily link to the correct case in HelpScout. No missed notifications and no missed productivity from having to keep checking multiple applications for notifications.
Slack has changed the way we do business. Do you use Slack at your firm?
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