Well, aside from standardizing on a single platform and reaping the efficiencies inherent in that, the answer to that question is to provide employees and manager across the company with self-service tools.
According to a recent Ask Your Target Market (AYTM) survey, 43 percent of respondents (62 percent ages 18-24) feel they can solve service issues on their own if companies put better self-service tools in place.
Personal Capital delivers a high tech and high touch wealth management service via powerful financial aggregation and self-service analysis tools, but also provides live financial advisors for clients who want help in constructing and maintaining a diversified and balanced portfolio.