Send us Fan Mail

Is your technology making your business simpler, or are you changing the way your business works just to fit your technology?

In this episode of PROpulsion LIVE, I speak with Pieter Teessen of Teessen Consulting about how financial services businesses can use technology to reduce operational friction, connect information and give their people more time to focus on clients.

We explore an important question: How do you use technology to simplify your business rather than forcing your business to fit the technology?

Our conversation covers:
- Why businesses can end up adapting their processes around generic systems
- How to tell the difference between a technology problem and a process problem
- The cost of having client information spread across multiple systems
- Where automation and AI can reduce repetitive administration
- How better internal processes can improve the client experience
- What to consider when choosing a technology partner
- Where to start if your current technology environment has become too complicated

Pieter brings more than 25 years of experience working with financial services businesses through Teessen Consulting. Their work includes technology platforms such as InsureSuite, InsureCRM, CommSplit and InsurePortal, alongside consulting focused on business processes and operations.

If you work in a financial planning, advice, insurance or brokerage business, this conversation will help you think differently about the relationship between your processes and the technology supporting them.

The goal is not more technology. It is technology that helps the business work better.

Subscribe to PROpulsion for weekly conversations about building and running better financial planning businesses.