Can Technology Make Client Conversations More Human?
Technology has given people more ways to connect than ever before. In the financial services industry, it improves the customer… Read More
Explore Our Categories
Fintech
Financial planning technology is essential for balancing personalization and scale in the delivery of financial advice. Keeping up with fintech solutions empowers advisors and firms to transform their planning experience through innovation. A greater understanding of financial planning technology can help you and your firm realize higher planning ROI.
How Oversight Helps Expand Financial Planning Services
When a business and its employees share goals, that alignment can set up all parties for a win-win situation. Firms… Read More
How to Supercharge the Home Office with Continuous Learning
To facilitate a planning-led approach that supports financial professionals at all stages of their career, firms must fill their team’s… Read More
Six Ways Financial Professionals Can Leverage Big Data to Make a Big(ger) Impact
It’s no secret: Behind every decision, purchase, and marketing program is a powerful data stream, and many times, some form… Read More
The ROI of Financial Planning Software
As more and more financial service firms strive to adapt to a digital environment and the evolving client demands for… Read More
Maximizing Adoption of Planning Technology
In 2020 financial professionals and consumers across the country were forced to conduct all facets of work and life at… Read More
A Partner Beyond Planning Technology
A lot of attention and evaluation goes into a financial planning solution deal. But once the contract’s ink is dry,… Read More
The Value of Giving Financial Professionals Their Choice of Technology
Home offices work hard at creating a successful environment for their financial professionals. Everything from the culture you create to… Read More
How Technology Elevates Financial Wellness Programs
For years people have used technology to perform basic money management tasks—like check account balances and pay bills. Introducing financial… Read More
5 Aspects of an Exceptional Client Experience
The client experience is at the core of successful, profitable financial planning services. It is key for retaining loyal clients… Read More
How Does Your Client Experience Stack Up? Take the Assessment!
Only 26% of financial planners say their clients are highly engaged and motivated. Take this self-assessment to see how your client experience compares!
TAKE THE ASSESSMENT