Fintech Corner – Enhancing Client Experience Proves Critical for Advisors During Pandemic and Beyond
Technology that can both scale up a practice and zoom-in to offer client experience enhancements is at a premium, said, Tom Westhoff, vice president of Global Sales at Practifi.
Fintech Corner: Why Firms at Scale Need Different Technology to Take Off
“The technology that helps a start-up mature and move through its growth phase rarely suits that firm’s needs when it comes time to scale,” said Adrian Johnstone, president and co-founder of Practifi.
Fintech Corner: Why Integration Must Be More Than A Fintech Buzzword
The word “integration” is so commonly uttered by technology providers that it’s become the corner square on the fintech BINGO board, but they describe something incredibly important to advisor technology
Fintech Corner (5/26/21)
Practifi, a business management platform for the financial services industry, was planning to change how it interacted with email and calendar scheduling programs but wasn’t sure how to proceed. A client advisor board offered just the insights the firm needed.
Fintech Corner: Why Merely Adopting New Technology To Grow Your Firm Isn’t Enough
Many wealth management firms have experienced technology providers who have oversold their software’s ability to catalyze growth in both AUM and number of clients.
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.
Fintech Corner: Why Client Success Is the Keystone To Fintech Partnerships
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.
Fintech Corner (4/21/21)
Technology that can both scale up a practice and zoom-in to offer client experience enhancements is at a premium, said, Tom Westhoff, vice president of Global Sales at Practifi, a business management platform for financial services firms, because clients are demanding better experiences with their advisors.
Fintech Corner: How the CRM Is the First Step to RIA Digital Asset Adoption
RIAs oversee more than $97 trillion in AUM, and while that is an eye-popping amount, it could grow even larger if advisors started to attract more of the digital asset pie.
FINTECH CORNER: Technology For RIAs Is More Valuable Than Ever, But Can They Use...
Until recently, FAs were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to catalyze growth, lower operating costs and improve client experience.