27 Questions Every Financial Advisor Should Ask Their Tech Vendor
Technology is constantly changing and always evolving. Advisors feel the pressure to stay on top of the latest trends in fintech and offer the best products for their clients. But if you’re chasing the tail of technology, you’ll end up falling down a rabbit hole of options or burning a hole in your wallet. Don’t …
3 Ways Advisors Can Look at Technology
During our Excell conference in May, keynote and futurist Howard Tullman made this astute observation:
“Today, the rate of change is the slowest it’s going to be for the rest of our lives,” he said.
The Battle for Big Data: What Advisors Can Learn From Netflix & Amazon
Soon, clients will demand from you the same instant satisfaction and seamless experience they get from every other daily interaction with brands like Netflix and Amazon.
Bitcoin, Cryptocurrencies, and Distributed Ledger Technology – A Guide for Financial Advisors
If you are a financial advisor, you have surely been asked about Bitcoin. Because of the parabolic rise in price in 2017, there is much hype and interest in the Bitcoin/Cryptocurrency space. Advisors are asked their opinion, but are themselves, by and large, confused about the space as well. This short essay will attempt to …
Artificial Intelligence: From Science Fiction to Financial Services
Earlier this month, I had the opportunity to visit the Technology Tools for Today conference in Las Vegas. Although many emerging technologies were presented throughout the event, it was the discussion of Artificial Intelligence (AI) that really piqued my interest. Poised to become a major disruptor over the next few decades, AI will allow clients …
The Hidden Threat That Wealth Managers Aren’t Talking About
When the Telecommunications Act of 1996 deregulated the telecom industry, executives at the old regional Bell companies faced a momentous decision. They could join the disruptors who began using fiber optic networks to provide phone service at a fraction of what it once cost, or they could try to fight the evolution of the industry …
The Top 7 Things Financial Advisors Need to Know about Google Analytics
Are you familiar with who’s visiting your website? The primary goal of your website is to educate and convert visitors into prospects.
Technology Disruption is Good For Financial Advisors
It took 38 years for radio to reach 50 million users—but just 13 years for TV, four years for the internet and 35 days for Angry Birds, as a recent report on the investment management industry by KPMG [i] points out.
Using Data Reports to Enhance Advisor Client Experience
The quality of your advisor client experience can mean the difference between gaining, keeping or losing clients at your wealth management firm. Serving clients well, and continuously improving the client experience, should always be top of mind for your advisory business. When you consider the advisory client experience, you may think of things such as …
Why You Need To Keep Up With Financial Advisor Technology in the Workplace
Our society has experienced a serious technology boom over the past 15 years and has forced new ways for offices to operate. Financial advisors are not immune to these changes in technology. Technology adoption may sound intimidating to some, but ultimately it is a necessity to keep your practice moving forward.
10 Tricks for Maximizing Technology Efficiency in Your Practice
In my role with the Client Experience Optimizer (CEO) team here, I spend every day focused on technology, productivity and efficiency. Most of us spend eight (or more) hours on the computer every day. Computer use – productive computer use – is a cornerstone of efficiency for our team, our partners and also for any …
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Building a Top-of-the-Line Tech Stack
An accessible, user-friendly tech stack is crucial to delivering the best client experience.
