Technology v Personal Contact

In a world of technology replacing face-to-face communication we take a moment to reflect on the importance of maintaining personal contact with our clients.

Members of our team recently attended a conference that addressed the topic "New Rules of Customer Engagement." Something we think is important in light of the increase in the use of technology and social media within businesses, our own firm included.

With the increase in the use of technology and social media, there has been a shift in the way businesses engage with customers. And we, at O'Brien's, are no different. We use our website and blog page extensively, embrace the use of social media and communicate via the client portal. In addition, we are constantly introducing new technology and software to improve the way we work delivering efficiencies to our staff and clients.

However, we strongly believe that this should never replace the personal contact and relationships we have with our clients, something we highly value and work hard to develop and maintain.

Whilst the use of technology is an important factor in keeping pace it does not replace all tasks. Rather it is an additional tool for our advisors to use in order to be more efficient, providing them with time to work more closely with you on your financial goals rather than just compliance obligations.

Trust is the most valuable asset in our business today and this can only be developed through the personal contact we have with our clients. We are readily available to listen to your goals and aspirations and discuss how best to achieve them.

If you would like to start a conversation about your financial future and how to achieve it please contact us, our advisors would be happy to meet with you in person, phone 03 8850 3333.


Suite 2

50 Upper Heidelberg Rd

Ivanhoe VIC 3079


PO Box 500

Ivanhoe VIC 3079


03 8850 3333


03 8850 3330