In a time where digital tools shape the landscape of advice delivery, tools like Loom and Tango are proving indispensable. Their ability to facilitate more interactive and engaging client and staff interactions is revolutionising the realm of risk advice. This article explores the transformative impact of these tools on both internal processes and client communication.
The Tools: Loom and Tango Unveiled
Loom is a user-friendly platform for creating on-screen operational videos with just a click. This tool not only records your screen but can also include webcam footage, bringing a personal touch to your communications. Videos are automatically saved to the cloud, allowing for easy sharing without the hassle of downloading and uploading.
Tango, in contrast, specialises in transforming your screen activities into comprehensive, step-by-step how-to guides. As you navigate through processes, Tango captures your actions, like clicks and page transitions, automatically compiling them into a guide. This minimises manual effort and streamlines the creation of clear, concise instructional content.
Risk Advice Use Cases
Digital Health Information Gathering: Use Loom for creating introduction videos for forms like health data collection. This approach personalises the process, making it more engaging and understandable for clients.
Medical Appointment Preparation: A Loom video can simplify the preparation for medical appointments, providing clients with a clear, personal guide on what to expect.
Staff Training on Renewal Processes: Tango can be invaluable for training new staff, creating guides for client and policy information gathering, and simplifying the learning curve with its intuitive process documentation.
In Practice
Many advice practices have incorporated these tools into their client onboarding and review processes, enhancing both efficiency and client satisfaction.
Although these tools might not be viewed as a core part of your tech stack – they can certainly help to support the use of your technology for staff and for clients.
Internal and External Applications
Loom and Tango are not only beneficial for client communication but also play a pivotal role in internal staff training. They offer an interactive method to standardise procedures and ensure consistent service quality.
Best Practices and Privacy Considerations
Creating content with Loom requires mindfulness to ensure no sensitive information is shared inadvertently. Always review your videos before distribution.
With Tango, while live guides are convenient, exporting them to PDFs allows for additional review and customisation, ensuring only the necessary information is included. Be aware that users can potentially view more than the intended section of the screen in live guides.
Perhaps give one or both of these tools a try!
As we continue to embrace technological advancements in the advisory field, Loom and Tango emerge as essential tools. Not only do they simplify complex processes, but they also enhance engagement and understanding. For Risk Hub users, remember that these tools are featured in our directory, plus we’ll be continuing to develop additional resources and tips to support their use. Stay tuned to Risk Hub for more insights and guidance on using these innovative tools effectively.