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
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.
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
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
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
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