Technology plays a key role in shaping how businesses operate, communicate, and deliver value to their clients. For financial professionals like Scott Norrish and Matt Haggarty, Directors of Maxim Private Clients, embracing innovation is key to enhancing client experiences and streamlining operations. This month, we sat down with Scott to explore how he’s leveraged HDi Interactive Smartboards to transform client meetings and why working with local experts like Scott Roberts and Sharp Office are essential to maximising the value of business technology.
Client-centred advice
With a combined 50 years of expertise in the accounting and financial industries, Scott Norrish and Matt Haggarty are specialists when it comes to building long-lasting relationships with clients and driving their successful financial outcomes. As a team of passionate advisors, Maxim Private provides strategic, well-considered, and personalised advice that empowers individuals and businesses to achieve their financial goals with confidence. Guided by a mission to deliver peace of mind and certainty, the team focuses on understanding each client’s unique objectives and tailoring solutions to meet their specific needs. With a strong investment philosophy built on discipline, patience, and diversification, Maxim helps clients navigate market complexities while maintaining a long-term perspective. Their unwavering commitment to integrity, professionalism, and a client-centred approach ensures that every financial plan is designed to enhance well-being, protect interests, and build lasting success.
Tools for success
HDi Interactive Smartboards have transformed how Maxim Private conducts client meetings, enhancing communication, collaboration, and efficiency. With a 65-inch HDi Smartboard for presenting detailed figures and a 55-inch Smartboard for annotations and supplementary notes, the technology has become a cornerstone of their boardrooms.
Scott Norrish emphasised the importance of clear client communication, stating, “Knowing our clients can leave a meeting with good understanding of what we’ve discussed is essential,” highlighting why such technology is vital. Previously, the team relied on multiple whiteboards and displays, which often required cumbersome processes like switching USB drives or logging in and out of systems. Now, with HDi’s screen casting and annotation capabilities, staff have “all the functionality they need from one device without needing separate things,” Scott shared. This all-in-one solution saves time and eliminates the need to duplicate information post-meeting, as Scott explained: “With our old setup, you would frantically recreate information in a spreadsheet or another document so it could be shared with the client”. With HDi’s ability to share annotations direct from the screen, this hassle has been eliminated.
Scott recognises the importance of adopting new technology to enhance business operations, particularly in the finance industry. “How ever technology can enhance our business, we are open to it,” he shared. With over 15 years of working with Sharp Office for print technology, Scott found the decision to explore the capabilities of HDi Interactive Smartboards straightforward. “We’ve always had honest service and great technical support,” he explained, reflecting on the ongoing partnership. As a business who also services clients across the Hunter Region, Scott values connections with likeminded professionals who share similar principles. “We let our experience speak for itself, which is something we have in common with Sharp Office. I’ve been continuously happy with Scott Roberts and the team, which is why I choose to stick with them,” he added. For financial businesses like Maxim Private, HDi Smartboards not only enhance operations but also strengthen client relationships through seamless, impactful presentations.
If you’re looking to showcase your business knowledge and engage with clients, why not consider an HDi Interactive Smartboard? Like you, we’re experts in our field and understand how important it is for our customers to depend on us. We can help find you the right HDi Interactive Smartboard solution to help you maximise your business. Contact us today
