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BGL celebrates Daniel Tramontana’s 25 years

By BGL Update, CultureNo Comments

BGL is proud to congratulate Daniel Tramontana, our Chief Operations Officer, who recently celebrated 25 at BGL.

“It’s not something that happens often these days” said Ron Lesh, BGL’s Managing Director. “Daniel joined BGL on 10 February 1997 in the support team. I would never have thought he would still be with us after 25 years”.

1997 was a big year at BGL. Not only did Daniel join the team, but BGL released Simple Fund, Simple Invest and Simple ledger. Previously, our only software product was the Corporate Affairs System (CAS). Daniel added a new area of competency to our support and training teams as he brought with him a Bachelor of Computer Science & Accounting.

Through his time at BGL, Daniel obtained a Master in Business Administration and a Six Sigma Black Belt qualification.

Daniel’s contribution to BGL has been enormous. From support to client and team training, to helping BGL grow from a business of 10 people to a business of 180 people – he has had his hand in every pie and BGL would not be where it is today without him.

“My BGL journey has been extraordinary” noted Daniel Tramontana. “Our success is directly attributed to the incredibly loyal and committed team of people. To be able to serve and work alongside such talented people has been an honour and a privilege that I do not take for granted. It is with great anticipation that I am able to take the next step and continue to drive and grow the business.”

“I would personally like to thank Daniel” added Lesh. “His contribution over the 25 years has been incredible and I am so privileged to have worked with someone of his calibre for such a long period of time”

CX Faux Pas – a letter from a friend

By Bec Loves CX, Homepage, IndustryNo Comments

Do you know that friend in your life who’s honest and will tell you when your shirt is horrible and to never wear it again? Or that you have lunch in your teeth and making a fool of yourself? Well, I’m that friend and I’ve written you a letter.

Dear New Friend, 

I have met many people in the past that have tried to engrain CX through their business. I’ve seen some succeed and some commit a total faux pas. I care about you and I’m here to help you avoid being the latter.

Customer Service and CX Confusion: Customer service and client experience are not the same.

  • Zendesk defines customer service as “the act of supporting and advocating for customers in their discovery, use, optimization, and troubleshooting of a product or service.”
  • Whereas their definition for customer experience is “Customer experience (CX) is everything related to a business that affects a customer’s perception and feelings about it.”

Although not the same, it is important to note that they are very much integrated. To succeed in the CX space, you should always strive to provide optimal customer service but that only scratches the surface of CX – Don’t be fooled! Avoid thinking CX has been implemented successfully if you’ve only mastered customer service. 

CX Responsibility: Who is responsible for CX is not up for debate.

You can’t simply give everyone in the company full responsibility for implementing CX and hope it grows organically, it won’t. However, you also can’t give one employee soul responsibility for CX because it is a culture you need to nurture. Culture doesn’t come from one person; everyone needs to be on the same bus and heading in the same direction! It’s a terrifying concept trying to think of how to get everyone on the same page, I know, but once you get momentum there’s no stopping you.

Depending on the size of your business, would recommend appointing someone (or a team) into CX role(s). It’s their responsibility to drive CX strategy and continuous improvement. In addition to this, it’s every single employee’s responsibility to take that strategy and bring it to life. One in, all in and if not, maybe they caught the wrong bus?

Technology: CX isn’t just about having the latest technology.

As an example, BGL implemented Zendesk in 2018 as our core technical support platform and yes, it’s one of the greatest pieces of technology in the support space but it’s not the only reason BGL has one of the best support offerings in our industry. 

Here’s only some of what sets us apart in Technical Support:

  • The Zendesk platform
  • An amazing, knowledgeable, and hungry Support Team
  • Strong backing from leadership and other BGL Teams
  • A Documentation Team that creates invaluable content
  • An Admin Team that acts as your first point of contact
  • Product Teams that push industry-leading software
  • Detailed workflows and processes to set the standard
  • KPI’s and data-driven decisions
  • Culture! 

My point is, it’s great that BGL has Zendesk and it makes CX easier to implement, but we wouldn’t be successful without all the moving parts.

Touchpoints: CX is not just one touchpoint in one part of the company – It's every touchpoint!

Often people make the mistake of thinking CX is most important in their Support Teams or Account Management Teams however, the fact is that it is every single touchpoint your clients have with your business (directly or indirectly).

It’s the greeting they receive at reception, it’s the website look and feel, it’s the webinar you run, it’s even down to the way some random person talks about your business in a forum. EV-ER-Y THING!

Please don’t make the mistake of thinking it matters more in any one space throughout the business! 

 

My friend, I hope that I have guided you in the right direction and in some way helped you to avoid being the person with lunch in their teeth. My final piece of advice, for now, is to not overwhelm yourself with the big picture. Zoom in, break it down bit by bit and adopt this as a lifestyle change. You’ve got this, I know you do.

So, how will you approach CX and avoid the faux pas?

Love, 

Your CX BFF

BGL announces integration with advisory and reporting software

By Accountants Daily, In the Media, NewsNo Comments

Simple Fund 360 and Simple Invest 360 are now integrated with advisory and reporting software AVA Systems, which will provide clients with a holistic view of their portfolio.

BGL Corporate Solutions managing director Ron Lesh said integration between Simple Fund 360, Simple Invest 360 and AVA Systems provides consolidated portfolio reporting for fund, trust, company and individual portfolios, which gives clients a holistic portfolio view.

AVA Systems chief executive and founder Andrew Quinn said he was pleased with the partnership and to be able to offer BGL clients AVA’s grouped reporting tool straight from their platform.

“I have been in the corporate advisory and insolvency sector for over a decade and saw the niche for accountants needing software to become more hands for their clients,” said Mr Quinn.

“Coupled with [AVA’s] family grouped reporting ability and [AVA’s] integration with BGL, AVA can now allow accountants to advise on how their clients are doing swiftly and efficiently. Superannuation, investments and businesses all tied into one.”

Apart from integrating with the BGL product suite through Simple Fund 360 and Simple Invest 360, AVA also allows clients to consolidate Xero ledgers, with more integrations coming in the near future.

“This is a real win-win for our clients,” added Mr Lesh.

BGL releases portfolio consolidation with AVA Systems

By Australian FinTech, In the Media, IndustryNo Comments

BGL releases portfolio consolidation with AVA Systems

BGL Corporate Solutions, Australia’s leading provider of SMSF administration, portfolio administration and ASIC corporate compliance solutions, announce its Simple Fund 360 and Simple Invest 360 are now integrated with advisory and reporting software solution, AVA Systems.

“It’s great to add AVA Systems to the BGL Ecosystem,” said Ron Lesh, BGL’s Managing Director. “The integration between Simple Fund 360, Simple Invest 360 and AVA Systems provides consolidated portfolio reporting for fund, trust, company and individual portfolios giving our clients and their clients a holistic portfolio view.”

Andrew Quinn, CEO and Founder of AVA Systems, said, “We’re thrilled with this partnership and to be able to offer BGL clients AVAs grouped reporting tool straight from their platform. Personally, I have been in the corporate advisory and insolvency sector for over a decade and saw the niche for accountants needing software to become more hands for their clients. Coupled with AVAs family grouped reporting ability and AVAs integration with BGL, AVA can now allow accountants to advise on how their clients are doing swiftly and efficiently. Superannuation, investments and businesses all tied into one.”

Apart from integrating with the BGL product suite through Simple Fund 360 and Simple Invest 360, AVA also allows clients to consolidate Xero ledgers with more integrations coming in the near future. “This is a real win-win for our clients,” added Lesh.

BGL currently has over 350 partners in its Ecosystem and it is great to be able to add AVA Systems to the list.

BGL releases portfolio consolidation with AVA Systems

By BGL Update, Simple Fund 360, Simple Invest 360No Comments

BGL is proud to announce Simple Fund 360 and Simple Invest 360 are now integrated with advisory and reporting software solution, AVA Systems.

“It’s great to add AVA Systems to the BGL Ecosystem” said Ron Lesh, BGL’s Managing Director. “The integration between Simple Fund 360, Simple Invest 360 and AVA Systems provides consolidated portfolio reporting for fund, trust, company and individual portfolios giving our clients and their clients a holistic portfolio view.”

Andrew Quinn, CEO and Founder of AVA Systems, said: “We’re thrilled with this partnership and to be able to offer BGL clients AVAs grouped reporting tool straight from their platform. Personally, I have been in the corporate advisory and insolvency sector for over a decade and saw the niche for accountants needing software to become more hands for their clients. Coupled with AVAs family grouped reporting ability and AVAs integration with BGL, AVA can now allow accountants to advise on how their clients are doing swiftly and efficiently. Superannuation, investments and businesses all tied into one.”

Apart from integrating with the BGL product suite through Simple Fund 360 and Simple Invest 360, AVA also allows clients to consolidate Xero ledgers with more integrations coming in the near future. “This is a real win-win for our clients” added Lesh.

BGL currently has over 350 partners in our Ecosystem and it is great to be able to add AVA Systems to the list.

For more information about this seamless and intelligent integration, visit: http://ava-systems.com/trynow 

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BGL adds the Trust Tax Return to Simple Invest 360!

By BGL Update, Simple Invest 360No Comments

BGL is proud to announce the release of the 2021 Trust Income Tax Return in its investment portfolio software solution, Simple Invest 360.

“This is an industry first” said Ron Lesh, BGL’s Managing Director. “No other investment platform in Australia automatically prepares income tax returns. This is a fantastic achievement by the BGL product teams and I am incredibly proud of them”

The Trust Tax Return will be released in two parts to provide BGL Simple Invest 360 clients with the opportunity to provide feedback on the functionality of the initial features in Part 1 – the paper trust income tax return, while our team works hard to release Part 2 – Electronic lodgement.

“This release includes the 2021 Trust Income Tax Return populated from the Simple Invest 360 tax calculation engine, associated schedules including the CGT Schedule, Losses Schedule, Rental Schedule, Distribution Schedules and much more” added Lesh.

“Part 2 of the release will provide clients with the ability to electronically lodge the 2021 Trust Tax Return from within Simple Invest 360. This will be the same functionality as is provided for the SMSF Annual Return in Simple Fund 360” noted Lesh.

Simple Invest 360 was launched in June 2021 to automate the tedious process of CGT record-keeping and financial reporting no matter what the tax structure – trusts, companies, partnerships or individuals. Simple Invest 360 is fully integrated with CAS 360 and Simple Fund 360 as well as providing integrated accounting workpapers, digital signing, over 350 data feeds, registry integration and BGL SmartDocs – our industry leading paper to data solution.

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