Australian Immigration Daily News

Recently, Bondle forayed into Financial Services and the user adoption has been astounding.  A major driver for this has been the ongoing Royal Commission enquiry in the Australian Banking sector, which continues to highlight the importance of client engagement.  Financial advisers are aware of the imminent increase in compliance costs and the need to provide better service to clients.  Our research was recently featured in IFA.com.au and drives home the point that strong bonds with clients help build solid long-term relationships.  Bondle continues to grow globally and we are delighted to be shortlisted for the exclusive Morgan Stanley 2018 CTO Summit in San Francisco.  

We are now keen to leverage global best practices to provide useful insights for migration consultants in Australia.  A common, emerging theme between the two industries (Financial Services & Migration Consulting) is the use of Trust as a source of competitive advantage. However, it is easier said than done. How can a business provide tangible evidence of trust to their clients?  

In this article, we will look at the three elements that will help you fortify the trust your clients have implicitly given you. To state the obvious, a client is approaching you for your technical capabilities as they navigate the complex requirements of acquiring the requisite visa. They trust you and your judgement about their future. It is now up to you build and reinforce that trust at every opportunity you can. 

Here are three easy, tangible ways that you can increase trust with your clients: 

1. Ensure clarity in the process – For most people, the process of obtaining a visa is a complex one.  They are overwhelmed with the steps and the paperwork. We humans crave for clarity of process – what’s next and how much more work is required in reaching the “destination”. 

Bondle’s task management module helps you provide this degree of clarity to your clients. You can create custom tasks or apply a predefined process template as you work with your client. By assigning individuals and due dates to tasks, you set the stage for shared accountability in achieving the desired outcome. 

2. Ensure it’s easy to do business with you – Emails, messaging platforms, shared drives, papers – as we increase the number of communication platforms, we are also increasing the overheads associated with managing them. For example, documents are a source of confusion, both during and after the process. Not only do clients have difficulty in getting things organised, but also face issues trying to find documents after the process is complete 

Bondle’s robust document management module features comprehensive folder structures, version control, file notes, sharing and more. Documents are easy to find when linked contextually to a conversation rather than being messily spread across platforms. They’re also searchable on their own so your customers can always find what they’re looking for.   

3. Empathise with your client journey – Empathy is a quintessential quality in leaders. As Satya Nadella, CEO of Microsoft, said^, “Although many regard it as a “soft skill,” not especially relevant to the “hard work of business,” it is a wellspring for innovation, since innovation comes from one’s ability to grasp customers’ unmet, unarticulated needs.” Clients seek advice from experts when they cannot achieve the outcome on their own. Therefore, it is important to empathise with a client’s situation throughout the journey.  This enhances your personal relationship with the client as you offer them professional advice. 

Bondle’s ubiquitous communications platform across all devices ensures your clients stay connected with you and that you respond to their queries instantly. This enhances your personal relationship with the client as you offer them professional advice. 

Trust cannot be acquired overnight - it is built over time by doing the right thing at every step of the relationship. By providing your clients with the absolute certainty that they are in safe hands, you will increase the strength of your relationship with them. Bondle is the choice platform for professionals to securely engage with their clients and deliver tangible trust through transparency and accountability. 

Sandeep Rao

CEO, Bondle Australia 

About Bondle
Bondle is an easy to use tool that builds trust in professional relationships by seamlessly integrating document, tasks and communication management on a single platform. Sign up now or download the App onto your iOS or Android devices.