Having commitment issues? How to create an agile tech stack

Having commitment issues? How to create an agile tech stack

For many financial advisers, the thought of changing financial planning software is frankly, scary. However with the speed of new technology being developed and available in the market today, it’s time to ask yourself whether your fear is keeping you from discovering new ways to run a sustainable business and more importantly, to remind your clients of the value you bring.

No doubt, much of the fear comes from past experience, where the technology solution you’re deciding on is with one provider for the entire operating system – this has been the traditional approach. Sometimes this means you’re committed for a number of years and involves costly customisation, staff training, data migration and paying for functionality that you’re not using.

At times, there are frustrations as certain functions within this one system just don’t do what you want them to do. And you can forget about throwing your own purpose-built tools into the mix.

What if there’s a better way?

What if your financial planning software can be built by you, block by integrated block, supported by teams of software specialists? And when you outgrow a block, you replace that with something different. Or replace it with your own purpose-built block.

“What if” could be Seido.

Seido is a financial service App Store, enabling you to build your own tech stack, app by app. Every app in the Store is meaningfully integrated, allowing you to subscribe to specialist software built by leading fintechs in their field. These providers are experts in what they do, because they specialise in their chosen field.

You can also bring your own intellectual property to life with a purpose-built app, using our rapid development platform (https://ytml.com.au/Products/Highlighter) and have your very own app added to the Store.

This App Store concept allows you to try out new software and processes, with the benefit of each app being already integrated. You can design your own tech stack and make changes to your tech stack as and when your business and service offering changes.

Best of all, the Seido CRM comes free with loads of useful features to help run an efficient practice – you don’t even have to subscribe to an app. That means your support staff can get access with no additional cost. You only pay for what you subscribe to, on a month by month basis, with no ongoing commitment.

You can try out Seido for free or test drive the Seido App Store with a digital fact find app for as low as $50 per month.

Look at your financial planning tech stack differently. With change comes opportunity, so try out Seido, fear free.