Lisa Burns is head of Platform Technology for Fidelity Institutional and just helped launch a paperless onboarding process for its advisor tech platform Wealthscape. She’s been with Fidelity for about 25 years.
Make sure your advisors and investors understand how to use the digital tools your firm has available.
In today’s environment, tools like eSignature and remote check deposit have gone from being ways to add efficiency to being essential for doing business.
Making life easier for clients during this challenging time helps reinforce the value your firm delivers, and technology is an absolutely critical component of that right now.