WEALTHTECH INSIDER: In Digital Marketing To Prospects, Consistency Counts
In one recent survey, almost 84% of investors said they believe receiving personalized content is important when making their decision about who to invest with, and 42% now start the search for a financial advisor online.
Fintech Corner (7/27/21)
The word “integration” is so commonly uttered by technology providers and writers that it’s become the corner square on the fintech BINGO board, but they describe something incredibly important to advisor technology said Glenn Elliott, CEO & Co-Founder of Practifi.
WEALTHTECH INSIDER: Building Toward Client And Business Goals, One Day At A Time
My father paid off our home at the age of 35 by keeping his goal front and center in his mind. He did this by tracking his progress with the outline of a home filled with tiny squares, each representing one thousand dollars he owed.
Fintech Corner (7/20/21)
Technology has long been a force for unity within financial services firms, but not always in a good way. Historically, companies relied on a patchwork of technology amalgamated over time, offering little in the way of data-sharing.
WEALTHTECH INSIDER: Rusty Vanneman’s Summer Reading
The primary value of what we do as financial professionals is always shifting. I have found that a bottomless appetite for news and podcasts goes a long way toward understanding how our clients behave and what they need from us. Here are some resources that have piqued my interest this summer.
Fintech Corner (7/13/21)
The coronavirus pandemic forever changed the technology and financial industries, said Emily Wilcox, chief operating officer at Practifi, a business management platform for financial advisory firms, offering opportunities for both to seek out different ways of doing business and reaching new customers.
WEALTHTECH INSIDER: Four Ways To Upgrade Your Client Experience
It takes more than a client portal and growing investor assets to keep a client’s attention and attract new business. To create the kind of wealth management experience your clients expect, you need a well-thought-out strategy that includes four critical components.
Fintech Corner (7/6/21)
Financial advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success.
WEALTHTECH INSIDER: Will Model Portfolios Hurt Your Business? Deconstructing the Arguments
In a time when advisors are focused on growing sustainable businesses and offering a stand-out client experience, they are sensitive to anything that might impact the value they offer to investors.
Fintech Corner (6/30/21)
Until recently, financial advisors were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to simultaneously catalyze growth, lower operating costs and improve the client experience.