Accomplishment(s): This last year, we focused on developing a modernized digital platform for our advisors to increase efficiency and productivity within their offices.
We started with a clean slate, engaging advisors and assistants in group sessions and individual interviews to understand what was most important to them and then partnering with industry thought leaders to translate that input into a seamless and user-friendly solution.
Many of the advisors and assistants we engaged up front also participated in a pilot to ensure we were on the right track as we progressed. The result was FrontPoint, a cloud-native platform that provides security, stability, responsiveness and vast integration capabilities with FinTech vendors.
We began rolling out the finished product to advisors in October last year. I was very pleased to play a leadership role in each stage of the process.
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FrontPoint’s landing page is designed for touch-screen use and allows advisors and assistants to quickly review their book of business, access detailed information about accounts, contacts and households, and view consolidated notifications and alerts to quickly recognize issues requiring resolution across multiple platforms and more.
How to get more women into WealthTech: Women are naturally innovative. When we increase the numbers of women in financial services, we’ll see more innovation coming from them. And by showing young women the career opportunities waiting for them in financial services, they’ll also see the growing opportunities in WealthTech.
But recruiting women, and the next generation of financial advisors across the board, starts with creative, concerted efforts to bring them into the industry. That’s why we developed our outreach program, Link to the Future (LTTF).