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Leaders of most Financial Services firms and several Advisors keep wondering where and how to start automating their business processes for the best results. The answer to that is rather multifaceted.

According to Michael Partnow, Head of Wealth Management at JIFFY.ai, an intelligent automation platform, Spring's the perfect time to revisit the annual technology plan.

Re-making a wealth management firm with end-to-end automation and technology takes a major investment of time and effort, but in the end holds the promise to deliver an ideal user experience for all.

Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems.  For our latest feature, we'd like you to meet our friend Kelly Waltrich of Intention.ly, which works with fintech and finserv companies who want to transform the trajectory of their business by building an intentionally designed marketing engine. 

Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems.  For our latest feature, we'd like you to meet Aaron Schumm of Vestwell, the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans.

For our latest Fintech Luminaries feature, we'd like you to meet Reema Tandon of Yoonify, a platform that connects investors and real estate developers in a marketplace that turns multi-family, income-generating properties into liquid assets for both investors and developers.

For our latest Fintech Luminaries feature, we'd like you to meet Sabrina Bailey of Refinitiv, an LSEG (London Stock Exchange Group) business, one of the world’s largest providers of financial markets data and infrastructure, serving over 180,000 wealth advisors and connecting over 5 million investors globally.

Technology should be implemented for the sake of people, the industry and to make our world a better place today and for future generations. But technologists don’t always have the people top of mind.

For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.

Advisors are surrounded by a bewildering array of new technologies and ideas purporting to help them grow and become more efficient, said Michael Partnow head of wealth management at JIFFY.ai