Look at the pain points that matter the most to you!
Accountant
My biggest issue is that I rely on clients providing me with their tax paperwork in order to prepare their returns. They often procrastinate or have trouble locating the documents resulting in a backlog of returns that need to be prepared last minute before the due date.
Paul
Tax Associate
One of the biggest pain points is making sure to gather all of the documents having time to review the documents before processing the taxes for the client. It is expected to gather the documents and prepare the taxes all in one sitting.
Tiombae Wilson
Associate
Technology adoption in the accounting sector is still vague. There is a lot of resistance adopting new technologies since most are inaccurate.
Whitney Jones
Financial Analyst
One major challenge is dealing with the integration of data from multiple sources. Financial data often comes from different systems, departments, and even external sources, and ensuring consistency and accuracy across all these sources can be incredibly time-consuming and prone to errors.
Micheal Lotter
Financial Advisor
Daily, I struggle with manually reconciling financial records, leading to time wastage and errors. This hampers productivity and accuracy.
Minor Nicholas
Data Analyst
I wish we had a better system for data. Right now we have a vendor database that ties into an Oracle database but data seems to fall out a lot and sometimes it doesn't update and it becomes a pain.
Brian
Financial advisor
We need something to better measure clients fears and concerns with market volatility. I just don’t think there is an accurate and up to date risk tolerance for clients. As a result we have to spend a lot of time truly understanding a clients risk tolerance sometimes we do and it’s too late. I think it required behavioral coaching as well
Jazlynn
Stockbroker
Our CRM system that we use automatically makes duplicates of the entries that we put into the system. When you put a firm into the system, you must 'cover' it which means that no other rep can contact the firm. The duplicates get made automatically without notifying you, so you are at risk of another rep mistakenly contacting the firm if they don't see your original entry.
Chris L
Independent insurance agent
Cold calling leads is one of the most brutal parts of selling insurance. A way to analyze, and break down what to say to a prospect, how to handle certain objections would be amazing but doesn't currently exist. Having a predetermined script based off data from 1000s calls to create and refine a highly effective script is a dream for agents
Michael Worrell
ASSET RECOVERY SPECIALIST
Ensuring the accuracy of data, such as owner names, addresses, and Social Security numbers, is crucial. Errors in data can lead to compliance issues and difficulties in locating rightful owners. Successfully locating and contacting the rightful owners of unclaimed property can be difficult, especially if the contact information is outdated or incomplete. Unclaimed property laws and regulations vary significantly from state to state, making compliance a complex task1.
LAKEISHA L CHRISTIAN
director
managing client expectations, regulatory compliance, market volatility, and competition. These challenges can affect profitability, with current market trend volcano makes things impossible to catch up/
kanu
Financial manager
The biggest problem I face as a financial manager is accurately forecasting cash flow, especially when unexpected expenses arise
Tara Wellman
Analyst
Communication: Management and relevant teams are not aware and not able to be made aware of day to day issues that impact productivity. I cannot ask questions in the moment and they take too long to get back to me - I have to make game time decisions and then may get reprimanded if I made the wrong one. I don't know what I don't know until it's too late.
Bridget
Owner
The biggest pain point I deal with is in many of my our third party services pushing updates that we here often don't enjoy or get much use out of. We would prefer if software could remain the same as when we bought it instead of forced server side updates being pushed.
Sam
Finance Manager
The biggest issue I face during the submission process of auto financing is getting clients to accurately answer their questions on their finances and employment information.
Mari DL
Bookkeeper/Accountant
None of the systems I've used or are using now, have ever been able to provide me with real-time data. I feel it takes up so much of my time figuring out a current view of client financials. It has hindered me from making important decisions that needed to be made quickly. Goes into time-management issues, I have to put off other projects to dedicate time to this.
Summer
Business Owner
Currently I am a single person company and work from home, which gets cery chaotic, especially homeschooling my 7 year old and being an inhome caregiver to my mom. The biggest pain point I am facing is time management and help doing the menial tasks that take too much time and are below my paid grade. Getting a flexible yet consistent schedule to follow and someone to help with the admin work, would help me to move forward with growth, especially since I have pivoted and rebranding my whole business and online presence.
Angel B
Director of Corporate Communications
Getting our name and services out to financial wholesalers. They could benefit enormously from the service we provide - scheduling appointments and doing back-end office work. When utilized correctly, our scheduling services can save professionals time and actually make them money by getting them in front of clients and prospects. But we can't seem to get them to respond. We've seen a steady decline post-COVID and are beating our heads against a wall trying to determine how best to reach them and impart our message.
Erin Pruetz
Incompetent subordinates who lack the skill to communicate to a customer.
Rex Amartei Laryea
Bank Manager
One of my biggest pain points in my daily work is that I work in an extremely large company with many specialized departments. I have to rely on these other specialized departments to resolve client issues. I work face to face with clients as a customer service representative so we are the face of the company, so to speak. Each time I reach out to one of these specialized departments, I am randomly assigned to an employee of that group. Often times, they are inexperienced and do not know how to solve a problem and will pass me off to another department. I will spend countless hours getting the run around and more often than not, I end up back where I started with that original department. Even when I can get a solution right away, sometimes one person will give approval to do something but if I call back again, I deal with someone else and they may say they do not approve the request. It’s extremely frustrating and since we are the ones facing the client , we are the ones who have to deal with the backlash.
Lauren Venegas
Finance Mgr
Fees associated with moving or paying with money.
Craig
VP
we need multiple different platforms to do the job. One platform for our CRM. One platform for our website. One platform for automated scheduling. One platform for marketing. There needs to be a platform that services all aspects in one.
Becky
People think what I do is a scam whenever I contact them. And then the state office tries to furthermore make it bad by convincing clients not to work with me and changing things to make my job harder.
Assistant Vice President
The lack of consistency in storing our correspondence on client activity.
Kelli
Creative Director
Developing a standard for the companies communications and procedures so everybody is on the same page.
Jason Samocki
President
Sometimes it takes a long time to get payments from my clients. It would be helpful if the payments could come more quickly.
David Bennett
Customer Service representative
The biggest pain point is successfully getting customers👀transferred to the correct department. There's a policy in place that calls for agents to attempt to provide a resolution without transferring; so it makes it hard to move the customer to the right queue as you will need to obtain permission to transfer even when necessary.
Ria
Business analyst
The biggest pain point is different departments not willing to help out others. They always say they have no time or resources when they do.
Stephen
marketing
the problem we face daily is irregular signature by the customers, my try all our best to make sure they get there signature right, even though we still show them on the screen
emmanuel
IT officer
One big issue we face is getting new technology to work smoothly with our old systems. This often causes delays and problems with data, making it hard for us to update our services quickly. A straightforward solution that helps new and old systems work together seamlessly would make a huge difference for us
Colt Philips
Finance advisor
Constant change in technology. It moves so fast and it’s hard to keep up
Mike
Director
I would like for banks to explore new payment options and security on agile platforms.
Chakeitria Clark
Director of Communications
Given our junior analysts the tools they need to create presentations that are beautiful, on brand, follow design best practices, and can be put together quickly.
Margaret
IT Director
Dealing with vendor management and managing contracts in one place.
rm43
Equity Trader
Access to cheap capital. Capital costs(margin rates) have increased substantially over the past 36 months. Without access to low cost capital, expenses increase significantly. Consequently, returns decrease and in order to compensate, positive returns on capital must be that much greater.
Brendan
Director, Reporting
I need the ability to find a work flow tool that’s open source and allows for significant customization for reporting and workflow. Our current workflow tool has too many roadblocks to achieving a high level of insight.
Andy Bartlett
Human Resources Administrator
When you change phone numbers, there is no easy way to find out what accounts/websites/apps your number is linked to for two factor authentication. Wish there was way to find this out rather than manually checking any of the sites you use.
Dónall
Reconciling accounts becomes a nightmare when there are discrepancies and missing records from different departments.
Liam
It's tough to analyze financial data accurately when there are inconsistencies and errors from different departments.
Leo
