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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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

Dylan Pargiter-Green
Dylan Pargiter-Green
2024-02-29
5Elk have been a wonderful partner to our financial planning practice. They provide above and beyond support for us and our overseas team. I feel that they are genuinely supportive of the growth of our team members and how they fit within our business.
Jacky Chalmers
Jacky Chalmers
2024-02-29
We have been working with 5 ELK for some time now, and they have been an integral part of our business growth. Their offshore team members have consistently provided excellent support, allowing us to deliver better client outcomes. The training and ongoing education options they offer are of high quality and constantly evolving. I highly recommend 5 ELK to any financial services business looking to build a high-performing offshore team.
James Marshall
James Marshall
2024-02-19
Choosing to partner with 5Elk has been an incredible experience we would encourage other financial advice firms to consider. We have a wonderful team offshore, who are fully integrated into our broader team, despite the geographical location. 5Elk have an excellent training program, and support for their team, and have a culture of excellence and support. It was critical for our offshore team to be supported and have a comfortable work environment, which has been confirmed by a physical visit to the office where a week was spent with our offshore team. We have great confidence in our choice of offshore partner, and we look forward to continuing to work closely with 5Elk.
Anthony Lucarelli
Anthony Lucarelli
2023-11-21
Alfie and the team at 5elk are great to deal with. They have found us 2 great hires who were trained very quickly. The 5elk team are always eager to help us out where necessary which we are greatful for. Could not recommend them enough!
Emily Hein
Emily Hein
2023-10-16
We were hesitant at first, but the service and capability of the team was and still is amazing. The pace in which the 5 Elk team picked up our systems, processes and expectations was impressive. We couldn't live without them now.
Sean Nigh
Sean Nigh
2023-10-16
I have been very impressed with our 5 ELK team member and the depth of support and training they receive from the broader team
Tim Arnold
Tim Arnold
2023-10-13
We couldn’t be happier with 5Elk. From the initial conversation to the moment we found our perfect hire we have felt supported and so much confidence in the 5Elk team. We are stoked with the service and even better our new team member! speak to anyone who uses 5Elk and they will tell you the same. In fact get them to put you in contact with me! I’m such a big advocate of them now I’ve seen how perfect this process was. Thanks 5Elk - Free Agency Australia
Yiling Liu
Yiling Liu
2023-08-08
We have been introduced to 5elk by other advisors. The experience with 5 elk has been amaxing and the team has shows interest in genuinely helping with our business find the right team member, train them to meet our expectations, and they constantly seek for improvement by reaching out to ensure we are happy with our service. I would highly recommend it to any organisation that needs help outsourcing the client service role.
Ann-marie Woolston
Ann-marie Woolston
2023-07-12
We were initially nervous about outsourcing our admin and client services workflow. However, from start to finish the process has been fantastic. We were impressed with the background training and support given to our chosen member of the 5ELK team to ensure she was well equipped to fulfil her role. Our new staff member has been a huge support to our business, learning quickly and answering relevant questions. She is now an enthusiastic & integral part of our team. The friendly management team touch base with us regularly and provide ongoing assistance and training should we require it. We would definitely recommend speaking with 5ELK about your workplace requirements. *****
Gavin Dannock
Gavin Dannock
2023-07-12
Working with 5ELK has been far more efficient than we would have thought. We were a little worried with how the process of starting to outsource would be, however 5ELK goes above and beyond what our expectations were. Our team member is only 5 weeks in but strives to learn every day and is already making a sizeable positive impact in our business. Definitely recommend 5ELK for financial planning companies that are considering outsourcing or are looking for a better solution than their current arrangements.

IMAGINE HAVING A TEAM THAT COULD SAVE YOU TIME, MONEY… AND SANITY

5 ELK is a safe and effective outsourcing solution for financial services professionals looking for scale, growth and increased profitability.