Error loading player: No playable sources found
Improving the Client Experience Through Technology
Date
January 20, 2016
Large financial institutions and new, emerging financial technology firms are spending heavily to improve the end-client experience. Is your client-facing technology competitive? Are you meeting the expectations of clients and prospects in this newer, more competitive environment? Attend this session to learn what your firm needs to stay competitive in this rapidly evolving area of technology.
Speaker
President, Technology Tools for Today (T3)
Related Products
Annual Technology Survey (Advisor Technology Trends)
Technology Tools for Today (T3) and Inside Information recently surveyed over 5,500 advisors about their use of technology…
Financial Planning Software
There is a revolution taking place in how advisors provide financial planning advice to clients, and how financial planning software is evolving…
Building a Tax and Financial Planning Advisory Business Workshop - Day 2
Individuals, families and business owners have changing expectations of their trusted adviser. They expect their adviser to be a primary point of contact who can integrate their financial needs throughout their lives. CPAs are perfectly positioned to do this…
Financial Planning Software - The Key to Your Future Success
As investment planning becomes commoditized, firms are increasingly looking for ways to differentiate themselves from robo-advisers and other competitors…
