What Planning Analytics Do Advisory Firms Need and Why?
As digital customer interactions show no signs of slowing, the race to utilize business intelligence is on. This is especially… Read More
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.
Recruiting Top Financial Advisors
Advisor recruitment is always a priority for financial institutions and broker-dealers. Financial advisors are the lifeblood of these organizations. And… Read More
The Latest Advisor Tech Stack Research (Plus 5 Mistakes to Avoid)
Picture your last exceptional customer experience. Maybe it was checking in with a Hilton app that automatically set your room… Read More
The Role of Technology in Pro Bono Financial Planning
Financial advisors typically serve those of means. But in the wake of the disruption from the COVID-19 pandemic, the lower-… Read More
Top Considerations for Overcoming Legacy Banking Systems
When you want to make the most of a market opportunity, there’s often a capital investment needed to help you… Read More
How Planning Tech Can Enhance Digital Customer Engagement in Banking
Banks, and the wealth management divisions within them, are always looking for ways to further engage their customers. Financial planning… Read More
The Role of the Retirement Advisor in Employee Financial Wellness
When it comes to workplace financial wellness, retirement advisors know that they can help ease the financial stress of the… Read More
Talking Crypto with Your Planning Clients
I get it, crypto is complicated, and you may not feel comfortable talking to your clients about it. It’s a… Read More
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
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
eBook: The New Advisor Value Proposition
Download our latest eBook and learn how top advisors are combining Fintech and FinPsych for superior client outcomes.
Download Now