Essential Technology

Working effectively remotely is so much easier when you get the technology right.

In this section, we share the tech that powers our client offshore teams so you can communicate well, monitor workflow and minimise risk.

Overcome communication barriers with super simple Screen Capture Videos

Most communication benefits from bringing in a visual component, and the good news is, it’s easier than you may think to replace big blocks of text with engaging video messages.

Enter Screen Capture Videos – one of the best ways to communicate more effectively with your offshore team.

And the best thing is that if you have Zoom or MS Teams in your business, you already have the tools at your fingertips. Check out this video to get the low-down on the what and how of Screen Capture videos for your business.

Time Doctor - helping you get clear on how your teammates spend their time

When you operate a global team, having a clear line of sight on what they are working on (and when) is non-negotiable.

In this video, we outline what you stand to gain by investing in productivity management software such as our tool of choice – Time Doctor. Spoiler alert: it will take the guesswork out of people management and help you maximise the value of your teammate’s time in your business.

We also have some pointers for implementing this business-critical change and selling it to your team.

Smart Moves in Cybersecurity: Managing Passwords with LastPass

Poor password practices are risky business, and these risks are amplified when you’re working offshore.

Luckily, we’ve got this one covered for you. Take a look at my video where I showcase a tool that we and our clients absolutely LOVE – LastPass.

Here’s to tightening up your back-office and throwing those post-it notes on your computer screen in the bin.

Harness the power of Instant Messaging

Here at 5 ELK we love Instant Messaging. If it’s used correctly it can cut out a whole load of emails and give quick answers when needed.

Of course, there are some times when IM is just not the right way to go. Here’s our top 5 uses for Instant Messaging (and our golden rules for getting it right).

Grammarly

Have you ever read an email that one of your team has sent to a client and wished you had been able to change it before they hit send?

Part of delivering a consistent client experience is creating consistency in the way your team communicate. But this is easier said than done with different people having varying levels of written skills, not to mention their own way of doing things. It’s a challenge we experienced at 5 ELK until we discovered Grammarly. In a nutshell, this gem is ‘spellcheck on steroids’. The way your team communicates is critical to how your clients feel and this is a tool we now couldn’t live without.

Find out why we love Grammarly so much in this video.

Our Offshoring Toolkit

Whether you’re still unsure about offshoring or want some tips on how to do it the right way, we’ve got you covered.

Our toolkit encompasses over 10 years of client best practices and lessons learned. Your journey to offshoring like a pro starts here.

Offshoring Myths

It’s common to have some initial reservations about offshoring. So we wanted to set the record straight and give you a different perspective on some of the common mistruths that we hear about building a global team.

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The ‘what’ and the ‘how’ of offshoring

There are so many tasks that you can send offshore and so many ways to do it, that it can all feel a little overwhelming at first. In this section, we’ll cover your options for offshoring so you can decide which one suits you best.

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Hiring 101

You’re probably not hiring staff in the Philippines every day but thankfully, we are! So there’s no need to reinvent the recruitment wheel; take a look at our processes and templates so you can minimise risk and maximise the quality of your next offshore hire.

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Offshoring the right way

We’ve worked with hundreds of businesses in our 10+ years of running 5 ELK. In this section, we share what separates the best from the rest when it comes to offshoring. Save time and hassle by copying best practice and learning from common mistakes.

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Understanding the Philippines

Building a high-performing offshore team can be harder than you expect, and success starts with understanding the culture you’re working with. Here are some of the principles you need to nail in order to build strong working relationships in the Philippines.

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About 5 ELK

Whether you are looking to reduce costs, hire faster or free up your local team, 5 ELK can help you build an offshore team safely, seamlessly and successfully. In this section, you’ll find out more about the ‘nuts and bolts’ of working with us.

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What Our Clients Say

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   Stephen T 
 
 
 
  5elk takes away all your concerns about outsourcing work overseas.  They fully understood where they can be of benefit to our business, seeked the right candidate for us and then carried out all the necessary initial training for us so the person was ready to make a good start.  5elk gave us good communication and helped us through the whole process with good engagement and professionally. We have felt we have been in good hands. Our outsourced person is going very well for us.  5elk make it all easy.
  
 
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   chino chua 
 
 
 
  Our company has worked with 5 ELK for more than five (5) years now as it's back-office service provider.  I can definitely say that our company would not be where it is right now without 5 ELK.  They are our most valued strategic business partner and is integral to our company's growth.  I love how they value all their employees by providing them with their world-class training program and meaningful employee engagement activities.  I would highly recommend 5 ELK to any financial services company who is looking to outsource and build their own high-performing team here in the Philippines.
  
 
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   Mark Chan 
 
 
 
  5Elk are the very best outsourcing business for Wealth Management. Would highly recommend their services.  Highly Professional team, great support, great training and amazing team culture!
  
 
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   Geoff Ivanac 
 
 
 
  I was looking for a way to create more time for myself to focus on growing my business and explore other opportunities when I kept being dragged back to client work. I was thinking of a marketing outsource solution, but I eventually decided to engage 5 Elk after having a great conversation with Danielle and Andy and seeing how they could help. Our Administration Support was matched perfectly to our needs and has enabled us to improve the quality of our work, freed me from some time-consuming tasks and enable me to focus on seeing clients and marketing which I enjoy.  I am enjoying the regular check ins and being able to impart my wisdom and am hoping this will be a long-term solution for us. It also has helped to have someone to bounce ideas off as I prepare for client meetings. If you caught between a rock and hard place and not sure what to do to grow your business and still be relevant in an ever-changing advice landscape, I highly recommend you contact 5 Elk for a chat about your needs.
  
 
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   George Tsakiris 
 
 
 
  We previously worked with another outsourcing provider, and I was initially hesitant to switch to 5ELK, assuming all firms were similar. I couldn’t have been more mistaken. The leadership and virtual assistants at 5ELK have truly exceeded our expectations. Their service is exceptional, and we’ve been so impressed that we’ve expanded our VA team. I wholeheartedly recommend 5ELK without reservation.
  
 
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   chris klimatsakis 
 
 
 
  The team at 5 ELK are great and always strive to deliver the best possible service and outcome.
  
 
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   Sam Coutts 
 
 
 
  18 months ago, we decided that our financial planning business had reached a point where extra support was needed to handle to growing pains we were experiencing.

Had long toyed with the idea of offshore support but had heard a few horror stories that made us reluctant to pull the trigger. In the end, we did out due diligence and approached 5 Elk for support.

The team was wonderful from the start, took us through the on boarding process seamlessly and actively found us a candidate most suitable to our business, based off of the characteristics that were most valuable to us.

Were at the point now in which our offshore team member has been continuously learning and progressing through our business, no different to what you would expect from a local team member.

5 Stars - will be expanding in the near future.
  
 
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   Alec Berry 
 
 
 
  5Elk have been a pleasure to work with and the quality of work and communication have been fantastic. It's great to know that you have a business that understands financial advice partnering with you.
  
 
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   Amanda Cassar 
 
 
 
  5Elk have been an invaluable resource for the Wealth Planning Partners team.  We have 2 weekly team meetings to check in and all the background training is done for us.
5Elk make offshoring easy, simple and secure.
Happy to recommend to any financial advisory firm looking for an outsourced solution.
  
 
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   Mitch W 
 
 
 
  5ELK has provided a great platform to connect advice firms with support staff that are engaged and keen to learn. Starting with a baseline knowledge of the industry via the training program is also a positive. Highly recommend.
  
 
  
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